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