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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
HI
901
Harbour Investments
Wisconsin
$984K
PFP
902
Pinnacle Financial Partners
Tennessee
$984K
FG
903
Fiduciary Group
Georgia
$983K
BFA
904
Beacon Financial Advisory
Ohio
$982K
EWA
905
EverSource Wealth Advisors
Alabama
$977K
SF
906
Symphony Financial
Texas
$976K
CAG
907
Csenge Advisory Group
Florida
$976K
AIM
908
ARK Investment Management
Florida
$970K
EM
909
Excalibur Management
Massachusetts
$967K
TCOT
910
Trust Company of Toledo
Ohio
$965K
FTWA
911
Fifth Third Wealth Advisors
Ohio
$965K
VFA
912
Voya Financial Advisors
Connecticut
$959K
PPC
913
Park Place Capital
Alabama
$957K
SG
914
StoneX Group
New York
$956K
MMM
915
Mendel Money Management
Illinois
$955K
GWMR
916
GC Wealth Management RIA
Massachusetts
$954K
QP
917
Quilter Plc
United Kingdom
$952K
TIAA Trust, National Association
918
TIAA Trust, National Association
North Carolina
$952K
WGC
919
Watts Gwilliam & Co
Arizona
$946K
NL
920
Navalign LLC
California
$945K
OWA
921
Octavia Wealth Advisors
Ohio
$940K
IRC
922
Investors Research Corp
Georgia
$940K
PFM
923
Potomac Fund Management
Florida
$938K
GAMC
924
Garner Asset Management Corp
Texas
$938K
CF
925
Centaurus Financial
California
$937K