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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
CTA
826
Colonial Trust Advisors
South Carolina
$1.25M
PP
827
Postrock Partners
Oregon
$1.25M
AAM
828
Auxier Asset Management
Oregon
$1.24M
SYBT
829
Stock Yards Bank & Trust
Kentucky
$1.24M
TPA
830
Trivium Point Advisory
Connecticut
$1.23M
FDS
831
First Dallas Securities
Texas
$1.23M
CSP
832
Cary Street Partners
Virginia
$1.23M
MWM
833
Maltin Wealth Management
New Jersey
$1.23M
AAM
834
Azzad Asset Management
Virginia
$1.23M
AWA
835
Arete Wealth Advisors
Illinois
$1.23M
MYAM
836
Meiji Yasuda Asset Management
Japan
$1.22M
ACA
837
Aptus Capital Advisors
Alabama
$1.21M
VF
838
Vest Financial
Virginia
$1.21M
PFA
839
Pathway Financial Advisers
Indiana
$1.21M
HT
840
Heritage Trust
Oklahoma
$1.21M
PA
841
Probity Advisors
Texas
$1.21M
CYG
842
Clean Yield Group
Vermont
$1.21M
CCIA
843
Cherry Creek Investment Advisors
Colorado
$1.2M
PAM
844
Palisade Asset Management
Minnesota
$1.2M
IAN
845
Integrated Advisors Network
Texas
$1.18M
MSE
846
MUFG Securities EMEA
United Kingdom
$1.18M
VIM
847
Vinva Investment Management
Australia
$1.18M
TWM
848
Tradition Wealth Management
Minnesota
$1.17M
CIM
849
Corbyn Investment Management
Maryland
$1.17M
TW
850
TritonPoint Wealth
Maryland
$1.17M