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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
RT
851
Rockland Trust
Massachusetts
$1.17M
VI
852
Vestcor Inc
New Brunswick, Canada
$1.16M
SS
853
Sunbelt Securities
Texas
$1.15M
CT
854
Caldwell Trust
Florida
$1.15M
KGC
855
Kennon-Green & Company
Ohio
$1.15M
BCP
856
Berkeley Capital Partners
Georgia
$1.14M
WSFS
857
Wilmington Savings Fund Society
Delaware
$1.14M
I
858
InvesTrust
Oklahoma
$1.14M
P
859
Pitcairn
Pennsylvania
$1.14M
WFPG
860
Waller Financial Planning Group
Ohio
$1.14M
MWM
861
Meridian Wealth Management
Kentucky
$1.13M
GIA
862
Gateway Investment Advisers
Ohio
$1.13M
CNTOF
863
Canandaigua National Trust of Florida
New York
$1.13M
SAM
864
Silvercrest Asset Management
New York
$1.12M
OAM
865
Ostrum Asset Management
France
$1.12M
IP
866
Ignite Planners
California
$1.11M
FC
867
Farringdon Capital
United Kingdom
$1.11M
AF
868
Alerus Financial
North Dakota
$1.11M
HGWM
869
Horst & Graben Wealth Management
Oregon
$1.11M
MWM
870
MFG Wealth Management
Indiana
$1.1M
AC
871
AXQ Capital
New Jersey
$1.1M
AWE
872
Avidian Wealth Enterprises
Texas
$1.09M
TNB
873
Thomasville National Bank
Georgia
$1.08M
IA
874
IFG Advisory
Georgia
$1.08M
TE
875
Tema ETFs
New York
$1.08M