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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
AC
876
AXQ Capital
New Jersey
$1.1M
AWE
877
Avidian Wealth Enterprises
Texas
$1.09M
TNB
878
Thomasville National Bank
Georgia
$1.08M
IA
879
IFG Advisory
Georgia
$1.08M
TE
880
Tema ETFs
New York
$1.08M
SCM
881
Sterneck Capital Management
Missouri
$1.07M
DWA
882
Douglass Winthrop Advisors
New York
$1.07M
ACGA
883
Atlanta Consulting Group Advisors
Georgia
$1.06M
SWP
884
Sagespring Wealth Partners
Tennessee
$1.05M
AC
885
Addison Capital
Pennsylvania
$1.05M
MFIM
886
Mesirow Financial Investment Management
Illinois
$1.04M
IF
887
Intrua Financial
Texas
$1.04M
BHIA
888
Birch Hill Investment Advisors
Massachusetts
$1.04M
VWM
889
Venturi Wealth Management
Texas
$1.04M
WCBA
890
Weaver C. Barksdale & Associates
Tennessee
$1.04M
HCP
891
Hexagon Capital Partners
Arkansas
$1.04M
LFA
892
Level Financial Advisors
New York
$1.03M
PCIA
893
Prime Capital Investment Advisors
Kansas
$1.03M
AOI
894
Auto-Owners Insurance
Michigan
$1.03M
CAU
895
Caxton Associates (UK)
$1.01M
RGC
896
Roberts, Glore & Co
Illinois
$1.01M
BDPWM
897
Barnes Dennig Private Wealth Management
Ohio
$1M
JIC
898
Johnson Investment Counsel
Ohio
$997K
SGI
899
Summit Global Investments
Utah
$996K
AB
900
ANB Bank
Colorado
$990K