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United Parcel Service

1,931 hedge funds and large institutions have $39.4B invested in United Parcel Service in 2025 Q3 according to their latest regulatory filings, with 145 funds opening new positions, 749 increasing their positions, 842 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:

11% less repeat investments, than reductions

Existing positions increased: 749 | Existing positions reduced: 842

22% less capital invested

Capital invested by funds: $50.5B → $39.4B (-$11.1B)

48% less first-time investments, than exits

New positions opened: 145 | Existing positions closed: 278

Holders
1,931
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 +$373M
2 +$255M
3 +$119M
4
UBS Group
UBS Group
Switzerland
+$104M
5
Morgan Stanley
Morgan Stanley
New York
+$92.3M

Top Sellers

1 -$443M
2 -$366M
3 -$352M
4
Goldman Sachs
Goldman Sachs
New York
-$227M
5
BlackRock
BlackRock
New York
-$176M
Name Holding Trade Value Shares
Change
Change in
Stake
RIM
826
Redwood Investment Management
Arizona
$1.26M
BAM
827
Boyar Asset Management
New York
$1.26M
AAIM
828
American Assets Investment Management
California
$1.25M
CTA
829
Colonial Trust Advisors
South Carolina
$1.25M
PP
830
Postrock Partners
Oregon
$1.25M
AAM
831
Auxier Asset Management
Oregon
$1.24M
SYBT
832
Stock Yards Bank & Trust
Kentucky
$1.24M
TPA
833
Trivium Point Advisory
Connecticut
$1.23M
FDS
834
First Dallas Securities
Texas
$1.23M
CSP
835
Cary Street Partners
Virginia
$1.23M
MWM
836
Maltin Wealth Management
New Jersey
$1.23M
AAM
837
Azzad Asset Management
Virginia
$1.23M
AWA
838
Arete Wealth Advisors
Illinois
$1.23M
MYAM
839
Meiji Yasuda Asset Management
Japan
$1.22M
ACA
840
Aptus Capital Advisors
Alabama
$1.21M
VF
841
Vest Financial
Virginia
$1.21M
PFA
842
Pathway Financial Advisers
Indiana
$1.21M
HT
843
Heritage Trust
Oklahoma
$1.21M
PA
844
Probity Advisors
Texas
$1.21M
CYG
845
Clean Yield Group
Vermont
$1.21M
CCIA
846
Cherry Creek Investment Advisors
Colorado
$1.2M
PAM
847
Palisade Asset Management
Minnesota
$1.2M
IAN
848
Integrated Advisors Network
Texas
$1.18M
MSE
849
MUFG Securities EMEA
United Kingdom
$1.18M
VIM
850
Vinva Investment Management
Australia
$1.18M