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United Parcel Service

1,914 hedge funds and large institutions have $39.4B invested in United Parcel Service in 2025 Q3 according to their latest regulatory filings, with 146 funds opening new positions, 738 increasing their positions, 838 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: 738 | Existing positions reduced: 838

22% less capital invested

Capital invested by funds: $50.3B → $39.4B (-$11B)

47% less first-time investments, than exits

New positions opened: 146 | Existing positions closed: 278

Holders
1,914
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
IA
876
IFG Advisory
Georgia
$1.08M
TE
877
Tema ETFs
New York
$1.08M
SCM
878
Sterneck Capital Management
Missouri
$1.07M
DWA
879
Douglass Winthrop Advisors
New York
$1.07M
ACGA
880
Atlanta Consulting Group Advisors
Georgia
$1.06M
SWP
881
Sagespring Wealth Partners
Tennessee
$1.05M
AC
882
Addison Capital
Pennsylvania
$1.05M
MFIM
883
Mesirow Financial Investment Management
Illinois
$1.04M
IF
884
Intrua Financial
Texas
$1.04M
BHIA
885
Birch Hill Investment Advisors
Massachusetts
$1.04M
VWM
886
Venturi Wealth Management
Texas
$1.04M
WCBA
887
Weaver C. Barksdale & Associates
Tennessee
$1.04M
HCP
888
Hexagon Capital Partners
Arkansas
$1.04M
LFA
889
Level Financial Advisors
New York
$1.03M
PCIA
890
Prime Capital Investment Advisors
Kansas
$1.03M
AOI
891
Auto-Owners Insurance
Michigan
$1.03M
CAU
892
Caxton Associates (UK)
$1.01M
RGC
893
Roberts, Glore & Co
Illinois
$1.01M
BDPWM
894
Barnes Dennig Private Wealth Management
Ohio
$1M
JIC
895
Johnson Investment Counsel
Ohio
$997K
SGI
896
Summit Global Investments
Utah
$996K
AB
897
ANB Bank
Colorado
$990K
GVAG
898
Great Valley Advisor Group
Delaware
$988K
GFA
899
Gifford Fong Associates
California
$986K
VI
900
Versor Investments
New York
$986K