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United Parcel Service

1,914 hedge funds and large institutions have $39.4B invested in United Parcel Service in 2025 Q3 according to their latest regulatory filings, with 146 funds opening new positions, 738 increasing their positions, 838 reducing their positions, and 278 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more call options, than puts

Call options by funds: $ | Put options by funds: $

less ownership

Funds ownership:

less funds holding

Funds holding:

12% less repeat investments, than reductions

Existing positions increased: 738 | Existing positions reduced: 838

22% less capital invested

Capital invested by funds: $50.3B → $39.4B (-$11B)

47% less first-time investments, than exits

New positions opened: 146 | Existing positions closed: 278

Holders
1,914
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
33
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.25B
Puts
$2.11B
Net Calls
Net Calls Change

Top Buyers

1 +$344M
2 +$235M
3 +$110M
4
UBS Group
UBS Group
Switzerland
+$96.3M
5
Morgan Stanley
Morgan Stanley
New York
+$85.1M

Top Sellers

1 -$408M
2 -$338M
3 -$324M
4
Goldman Sachs
Goldman Sachs
New York
-$209M
5
BlackRock
BlackRock
New York
-$162M
Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
776
North Star Investment Management
Illinois
$1.41M
LF
777
Lantz Financial
Illinois
$1.41M
TCOV
778
Trust Company of Vermont
Vermont
$1.4M
DFA
779
DHJJ Financial Advisors
Illinois
$1.4M
BCM
780
BluePath Capital Management
Georgia
$1.4M
LWM
781
LongView Wealth Management
Georgia
$1.39M
SFCL
782
Strengthening Families & Communities LLC
Massachusetts
$1.39M
HT
783
HAP Trading
New York
$1.39M
ATC
784
Argent Trust Co
Tennessee
$1.38M
AA
785
Argent Advisors
Louisiana
$1.38M
BJL
786
Brighton Jones LLC
Washington
$1.38M
FRM
787
Fox Run Management
Connecticut
$1.38M
AFP
788
Ausdal Financial Partners
Iowa
$1.38M
CT
789
Colonial Trust
South Carolina
$1.38M
NB
790
NBT Bank
New York
$1.37M
GIA
791
GHP Investment Advisors
Colorado
$1.37M
TBC
792
Ted Buchan & Co
California
$1.36M
CI
793
Cherokee Insurance
Michigan
$1.36M
WIC
794
Woodmont Investment Counsel
Tennessee
$1.36M
CWM
795
Cornerstone Wealth Management
Missouri
$1.36M
ZIG
796
Zullo Investment Group
Pennsylvania
$1.35M
TI
797
TrueMark Investments
Illinois
$1.35M
CI
798
Ceera Investments
Texas
$1.35M
EWM
799
Evercore Wealth Management
New York
$1.35M
GIC
800
Generali Investments CEE
Czech Republic
$1.34M