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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
GFA
901
Gifford Fong Associates
California
$986K
VI
902
Versor Investments
New York
$986K
HI
903
Harbour Investments
Wisconsin
$984K
PFPT
904
Pinnacle Financial Partners (Tennessee)
Tennessee
$984K
FG
905
Fiduciary Group
Georgia
$983K
BFA
906
Beacon Financial Advisory
Ohio
$982K
EWA
907
EverSource Wealth Advisors
Alabama
$977K
SF
908
Symphony Financial
Texas
$976K
CAM
909
Cresset Asset Management
Illinois
$976K
CAG
910
Csenge Advisory Group
Florida
$976K
AIM
911
ARK Investment Management
Florida
$970K
EM
912
Excalibur Management
Massachusetts
$967K
TCOT
913
Trust Company of Toledo
Ohio
$965K
FTWA
914
Fifth Third Wealth Advisors
Ohio
$965K
VFA
915
Voya Financial Advisors
Connecticut
$959K
PPC
916
Park Place Capital
Alabama
$957K
SG
917
StoneX Group
New York
$956K
MMM
918
Mendel Money Management
Illinois
$955K
GWMR
919
GC Wealth Management RIA
Massachusetts
$954K
QP
920
Quilter Plc
United Kingdom
$952K
TIAA Trust, National Association
921
TIAA Trust, National Association
North Carolina
$952K
WGC
922
Watts Gwilliam & Co
Arizona
$946K
NL
923
Navalign LLC
California
$945K
OWA
924
Octavia Wealth Advisors
Ohio
$940K
IRC
925
Investors Research Corp
Georgia
$940K