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United Parcel Service

1,927 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, 747 increasing their positions, 841 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: 747 | Existing positions reduced: 841

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
1,927
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
AWE
876
Avidian Wealth Enterprises
Texas
$1.09M
TNB
877
Thomasville National Bank
Georgia
$1.08M
IA
878
IFG Advisory
Georgia
$1.08M
TE
879
Tema ETFs
New York
$1.08M
SCM
880
Sterneck Capital Management
Missouri
$1.07M
DWA
881
Douglass Winthrop Advisors
New York
$1.07M
ACGA
882
Atlanta Consulting Group Advisors
Georgia
$1.06M
SWP
883
Sagespring Wealth Partners
Tennessee
$1.05M
AC
884
Addison Capital
Pennsylvania
$1.05M
MFIM
885
Mesirow Financial Investment Management
Illinois
$1.04M
IF
886
Intrua Financial
Texas
$1.04M
BHIA
887
Birch Hill Investment Advisors
Massachusetts
$1.04M
VWM
888
Venturi Wealth Management
Texas
$1.04M
WCBA
889
Weaver C. Barksdale & Associates
Tennessee
$1.04M
HCP
890
Hexagon Capital Partners
Arkansas
$1.04M
LFA
891
Level Financial Advisors
New York
$1.03M
PCIA
892
Prime Capital Investment Advisors
Kansas
$1.03M
AOI
893
Auto-Owners Insurance
Michigan
$1.03M
CAU
894
Caxton Associates (UK)
$1.01M
RGC
895
Roberts, Glore & Co
Illinois
$1.01M
BDPWM
896
Barnes Dennig Private Wealth Management
Ohio
$1M
JIC
897
Johnson Investment Counsel
Ohio
$997K
SGI
898
Summit Global Investments
Utah
$996K
AB
899
ANB Bank
Colorado
$990K
GVAG
900
Great Valley Advisor Group
Delaware
$988K