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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
FG
901
Fiduciary Group
Georgia
$983K
BFA
902
Beacon Financial Advisory
Ohio
$982K
EWA
903
EverSource Wealth Advisors
Alabama
$977K
SF
904
Symphony Financial
Texas
$976K
CAG
905
Csenge Advisory Group
Florida
$976K
AIM
906
ARK Investment Management
Florida
$970K
EM
907
Excalibur Management
Massachusetts
$967K
TCOT
908
Trust Company of Toledo
Ohio
$965K
FTWA
909
Fifth Third Wealth Advisors
Ohio
$965K
VFA
910
Voya Financial Advisors
Connecticut
$959K
PPC
911
Park Place Capital
Alabama
$957K
SG
912
StoneX Group
New York
$956K
MMM
913
Mendel Money Management
Illinois
$955K
GWMR
914
GC Wealth Management RIA
Massachusetts
$954K
QP
915
Quilter Plc
United Kingdom
$952K
TIAA Trust, National Association
916
TIAA Trust, National Association
North Carolina
$952K
WGC
917
Watts Gwilliam & Co
Arizona
$946K
NL
918
Navalign LLC
California
$945K
OWA
919
Octavia Wealth Advisors
Ohio
$940K
IRC
920
Investors Research Corp
Georgia
$940K
PFM
921
Potomac Fund Management
Florida
$938K
GAMC
922
Garner Asset Management Corp
Texas
$938K
CF
923
Centaurus Financial
California
$937K
UCB
924
United Community Bank
South Carolina
$937K
FNB
925
Farmers National Bank
Kentucky
$936K