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United Parcel Service

1,942 hedge funds and large institutions have $39.4B invested in United Parcel Service in 2025 Q3 according to their latest regulatory filings, with 147 funds opening new positions, 754 increasing their positions, 846 reducing their positions, and 281 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more funds holding in top 10

Funds holding in top 10: 3133 (+2)

7% more call options, than puts

Call options by funds: $2.25B | Put options by funds: $2.11B

3.93% less ownership

Funds ownership: 68.01%64.08% (-3.9%)

8% less funds holding

Funds holding: 2,1131,942 (-171)

11% less repeat investments, than reductions

Existing positions increased: 754 | Existing positions reduced: 846

22% less capital invested

Capital invested by funds: $50.5B → $39.4B (-$11.1B)

48% less first-time investments, than exits

New positions opened: 147 | Existing positions closed: 281

Holders
1,942
Holders Change
-171
Holders Change %
-8.09%
% of All Funds
25.49%
Holding in Top 10
33
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.45%
% of All Funds
0.43%
New
147
Increased
754
Reduced
846
Closed
281
Calls
$2.25B
Puts
$2.11B
Net Calls
+$139M
Net Calls Change
-$47.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BDPWM
901
Barnes Dennig Private Wealth Management
Ohio
$1M -$150K -1,656 -12%
JIC
902
Johnson Investment Counsel
Ohio
$997K -$13.6K -150 -1%
SGI
903
Summit Global Investments
Utah
$996K -$5.25K -58 -0.5%
AB
904
ANB Bank
Colorado
$990K +$78.7K +869 +8%
GVAG
905
Great Valley Advisor Group
Delaware
$988K +$130K +1,438 +14%
GFA
906
Gifford Fong Associates
California
$986K
VI
907
Versor Investments
New York
$986K +$452K +4,990 +73%
HI
908
Harbour Investments
Wisconsin
$984K -$15.7K -173 -1%
PFPT
909
Pinnacle Financial Partners (Tennessee)
Tennessee
$984K -$777K -8,576 -42%
FG
910
Fiduciary Group
Georgia
$983K +$55.7K +615 +6%
BFA
911
Beacon Financial Advisory
Ohio
$982K -$142K -1,566 -12%
EWA
912
EverSource Wealth Advisors
Alabama
$977K +$452K +4,990 +74%
SF
913
Symphony Financial
Texas
$976K -$51.7K -571 -5%
CAM
914
Cresset Asset Management
Illinois
$976K +$23.2K +256 +2%
CAG
915
Csenge Advisory Group
Florida
$976K +$69.8K +771 +7%
AIM
916
ARK Investment Management
Florida
$970K +$198K +2,185 +23%
EM
917
Excalibur Management
Massachusetts
$967K -$27.7K -306 -3%
TCOT
918
Trust Company of Toledo
Ohio
$965K +$15.7K +173 +2%
FTWA
919
Fifth Third Wealth Advisors
Ohio
$965K -$286K -3,159 -21%
VFA
920
Voya Financial Advisors
Connecticut
$959K -$47.1K -520 -4%
PPC
921
Park Place Capital
Alabama
$957K +$22.9K +253 +2%
SG
922
StoneX Group
New York
$956K -$622K -6,863 -37%
MMM
923
Mendel Money Management
Illinois
$955K +$17.7K +195 +2%
GWMR
924
GC Wealth Management RIA
Massachusetts
$954K +$135K +1,487 +15%
QP
925
Quilter Plc
United Kingdom
$952K

UPS Hedge Fund Activity: Q3 2025 in Review

1,942 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in United Parcel Service (UPS) for Q3 2025, worth a combined $39.4B — down 22% from $50.5B a quarter earlier.

Sellers outnumbered buyers: 281 funds closed out of UPS and 147 opened new positions — a net loss of 134 holders — while 846 trimmed existing stakes and 754 added.

The largest buyer was Fidelity Investments, adding an estimated $373M. The largest seller was JP Morgan Chase, cutting an estimated $443M.

  • 1,942 institutional investors held United Parcel Service (UPS) as of Q3 2025, down from 2,113 in Q2 2025.
  • Funds reported $39.4B of United Parcel Service stock for Q3 2025, down 22% quarter-over-quarter.
  • 147 funds opened new United Parcel Service positions in Q3 2025 and 281 closed out, a net change of -134 holders.
  • The largest United Parcel Service buyer in Q3 2025 was Fidelity Investments, an estimated $373M added.
  • The largest United Parcel Service seller in Q3 2025 was JP Morgan Chase, an estimated $443M sold.

Based on aggregated 13F filings for Q3 2025.