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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
VT
926
Vise Technologies
New York
$935K
DW30
927
Drucker Wealth 3.0
New Jersey
$934K
DAS
928
Diversify Advisory Services
Utah
$933K
CPIG
929
Chicago Partners Investment Group
Illinois
$933K
MAM
930
Madison Asset Management
Wisconsin
$932K
JSL
931
JT Stratford LLC
Georgia
$931K
SAG
932
SageView Advisory Group
California
$929K
IP
933
Intellectus Partners
California
$929K
CLA
934
Carnegie Lake Advisors
New Jersey
$928K
IWM
935
IHT Wealth Management
Illinois
$924K
BP
936
Ballentine Partners
Massachusetts
$924K
SMA
937
Sage Mountain Advisors
Georgia
$924K
DWM
938
Dakota Wealth Management
Florida
$923K
MA
939
Montag & Associates
Georgia
$923K
OIA
940
Optimum Investment Advisors
Illinois
$920K
CPRC
941
Consolidated Portfolio Review Corp
New York
$918K
TRCT
942
Tower Research Capital (TRC)
New York
$913K
GFG
943
Goldstone Financial Group
Illinois
$906K
FHA
944
Flagship Harbor Advisors
Massachusetts
$905K
NERM
945
New England Research & Management
Illinois
$903K
SFS
946
Stiles Financial Services
Minnesota
$898K
CA
947
CoreCap Advisors
Michigan
$896K
RMDI
948
R.M. Davis Inc
Maine
$895K
TLCM
949
Twin Lakes Capital Management
California
$895K
CCG
950
Cypress Capital Group
Florida
$895K