UPS icon

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
SCM
876
Sterneck Capital Management
Missouri
$1.07M
DWA
877
Douglass Winthrop Advisors
New York
$1.07M
ACGA
878
Atlanta Consulting Group Advisors
Georgia
$1.06M
SWP
879
Sagespring Wealth Partners
Tennessee
$1.05M
AC
880
Addison Capital
Pennsylvania
$1.05M
MFIM
881
Mesirow Financial Investment Management
Illinois
$1.04M
IF
882
Intrua Financial
Texas
$1.04M
BHIA
883
Birch Hill Investment Advisors
Massachusetts
$1.04M
VWM
884
Venturi Wealth Management
Texas
$1.04M
WCBA
885
Weaver C. Barksdale & Associates
Tennessee
$1.04M
HCP
886
Hexagon Capital Partners
Arkansas
$1.04M
LFA
887
Level Financial Advisors
New York
$1.03M
PCIA
888
Prime Capital Investment Advisors
Kansas
$1.03M
AOI
889
Auto-Owners Insurance
Michigan
$1.03M
CAU
890
Caxton Associates (UK)
$1.01M
RGC
891
Roberts, Glore & Co
Illinois
$1.01M
BDPWM
892
Barnes Dennig Private Wealth Management
Ohio
$1M
JIC
893
Johnson Investment Counsel
Ohio
$997K
SGI
894
Summit Global Investments
Utah
$996K
AB
895
ANB Bank
Colorado
$990K
GVAG
896
Great Valley Advisor Group
Delaware
$988K
GFA
897
Gifford Fong Associates
California
$986K
VI
898
Versor Investments
New York
$986K
HI
899
Harbour Investments
Wisconsin
$984K
PFP
900
Pinnacle Financial Partners
Tennessee
$984K