We are live on ! Find out more
UPS icon

United Parcel Service

1,942 hedge funds and large institutions have $39.4B invested in United Parcel Service in 2025 Q3 according to their latest regulatory filings, with 147 funds opening new positions, 754 increasing their positions, 846 reducing their positions, and 281 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more funds holding in top 10

Funds holding in top 10: 3133 (+2)

7% more call options, than puts

Call options by funds: $2.25B | Put options by funds: $2.11B

3.93% less ownership

Funds ownership: 68.01%64.08% (-3.9%)

8% less funds holding

Funds holding: 2,1131,942 (-171)

11% less repeat investments, than reductions

Existing positions increased: 754 | Existing positions reduced: 846

22% less capital invested

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

48% less first-time investments, than exits

New positions opened: 147 | Existing positions closed: 281

Holders
1,942
Holders Change
-171
Holders Change %
-8.09%
% of All Funds
25.49%
Holding in Top 10
33
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.45%
% of All Funds
0.43%
New
147
Increased
754
Reduced
846
Closed
281
Calls
$2.25B
Puts
$2.11B
Net Calls
+$139M
Net Calls Change
-$47.7M
Name Holding Trade Value Shares
Change
Change in
Stake
PAM
851
Palisade Asset Management
Minnesota
$1.2M -$36.8K -406 -3%
IAN
852
Integrated Advisors Network
Texas
$1.18M +$274K +3,022 +27%
MSE
853
MUFG Securities EMEA
United Kingdom
$1.18M +$1.08M +11,920 +550%
VIM
854
Vinva Investment Management
Australia
$1.18M -$2.63M -29,029 -68%
TWM
855
Tradition Wealth Management
Minnesota
$1.17M +$1.72K +19 +0.1%
CIM
856
Corbyn Investment Management
Maryland
$1.17M -$10.6K -117 -0.8%
TW
857
TritonPoint Wealth
Maryland
$1.17M -$146K -1,611 -10%
RCM
858
Radnor Capital Management
Pennsylvania
$1.17M -$117K -1,290 -8%
NCFG
859
New Century Financial Group
New Jersey
$1.17M +$1.27M +13,987 New
RT
860
Rockland Trust
Massachusetts
$1.17M +$66K +729 +6%
VI
861
Vestcor Inc
New Brunswick, Canada
$1.16M -$133K -1,472 -10%
SS
862
Sunbelt Securities
Texas
$1.15M -$280K -3,096 -18%
CT
863
Caldwell Trust
Florida
$1.15M +$80.2K +886 +7%
KGC
864
Kennon-Green & Company
Ohio
$1.15M -$222K -2,454 -15%
BCP
865
Berkeley Capital Partners
Georgia
$1.14M -$111K -1,228 -8%
WSFS
866
Wilmington Savings Fund Society
Delaware
$1.14M -$386K -4,257 -24%
I
867
InvesTrust
Oklahoma
$1.14M +$90.4K +998 +8%
P
868
Pitcairn
Pennsylvania
$1.14M -$391K -4,313 -24%
WFPG
869
Waller Financial Planning Group
Ohio
$1.14M
MWM
870
Meridian Wealth Management
Kentucky
$1.13M +$208K +2,295 +20%
GIA
871
Gateway Investment Advisers
Ohio
$1.13M -$12.3M -136,133 -91%
CNTOF
872
Canandaigua National Trust of Florida
New York
$1.13M +$360K +3,971 +42%
SAM
873
Silvercrest Asset Management
New York
$1.12M -$108K -1,191 -8%
OAM
874
Ostrum Asset Management
France
$1.12M +$86.9K +959 +8%
IP
875
Ignite Planners
California
$1.11M -$543 -6 -0%

UPS Hedge Fund Activity: Q3 2025 in Review

1,942 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in United Parcel Service (UPS) for Q3 2025, worth a combined $39.4B — down 22% from $50.5B a quarter earlier.

Sellers outnumbered buyers: 281 funds closed out of UPS and 147 opened new positions — a net loss of 134 holders — while 846 trimmed existing stakes and 754 added.

The largest buyer was Fidelity Investments, adding an estimated $373M. The largest seller was JP Morgan Chase, cutting an estimated $443M.

  • 1,942 institutional investors held United Parcel Service (UPS) as of Q3 2025, down from 2,113 in Q2 2025.
  • Funds reported $39.4B of United Parcel Service stock for Q3 2025, down 22% quarter-over-quarter.
  • 147 funds opened new United Parcel Service positions in Q3 2025 and 281 closed out, a net change of -134 holders.
  • The largest United Parcel Service buyer in Q3 2025 was Fidelity Investments, an estimated $373M added.
  • The largest United Parcel Service seller in Q3 2025 was JP Morgan Chase, an estimated $443M sold.

Based on aggregated 13F filings for Q3 2025.