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United Parcel Service

1,908 hedge funds and large institutions have $39.3B invested in United Parcel Service in 2025 Q3 according to their latest regulatory filings, with 146 funds opening new positions, 737 increasing their positions, 835 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: 737 | Existing positions reduced: 835

22% less capital invested

Capital invested by funds: $50.3B → $39.3B (-$11B)

47% less first-time investments, than exits

New positions opened: 146 | Existing positions closed: 278

Holders
1,908
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
AAM
826
Auxier Asset Management
Oregon
$1.24M
SYBT
827
Stock Yards Bank & Trust
Kentucky
$1.24M
TPA
828
Trivium Point Advisory
Connecticut
$1.23M
FDS
829
First Dallas Securities
Texas
$1.23M
CSP
830
Cary Street Partners
Virginia
$1.23M
MWM
831
Maltin Wealth Management
New Jersey
$1.23M
AAM
832
Azzad Asset Management
Virginia
$1.23M
AWA
833
Arete Wealth Advisors
Illinois
$1.23M
MYAM
834
Meiji Yasuda Asset Management
Japan
$1.22M
ACA
835
Aptus Capital Advisors
Alabama
$1.21M
VF
836
Vest Financial
Virginia
$1.21M
PFA
837
Pathway Financial Advisers
Indiana
$1.21M
HT
838
Heritage Trust
Oklahoma
$1.21M
PA
839
Probity Advisors
Texas
$1.21M
CYG
840
Clean Yield Group
Vermont
$1.21M
CCIA
841
Cherry Creek Investment Advisors
Colorado
$1.2M
PAM
842
Palisade Asset Management
Minnesota
$1.2M
IAN
843
Integrated Advisors Network
Texas
$1.18M
MSE
844
MUFG Securities EMEA
United Kingdom
$1.18M
VIM
845
Vinva Investment Management
Australia
$1.18M
TWM
846
Tradition Wealth Management
Minnesota
$1.17M
CIM
847
Corbyn Investment Management
Maryland
$1.17M
TW
848
TritonPoint Wealth
Maryland
$1.17M
RCM
849
Radnor Capital Management
Pennsylvania
$1.17M
NCFG
850
New Century Financial Group
New Jersey
$1.17M