UPS icon

United Parcel Service

1,931 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, 749 increasing their positions, 842 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: 749 | Existing positions reduced: 842

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
1,931
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
IRC
926
Investors Research Corp
Georgia
$940K
PFM
927
Potomac Fund Management
Florida
$938K
GAMC
928
Garner Asset Management Corp
Texas
$938K
CF
929
Centaurus Financial
California
$937K
UCB
930
United Community Bank
South Carolina
$937K
FNB
931
Farmers National Bank
Kentucky
$936K
VT
932
Vise Technologies
New York
$935K
DW30
933
Drucker Wealth 3.0
New Jersey
$934K
DAS
934
Diversify Advisory Services
Utah
$933K
CPIG
935
Chicago Partners Investment Group
Illinois
$933K
MAM
936
Madison Asset Management
Wisconsin
$932K
JSL
937
JT Stratford LLC
Georgia
$931K
SAG
938
SageView Advisory Group
California
$929K
IP
939
Intellectus Partners
California
$929K
CLA
940
Carnegie Lake Advisors
New Jersey
$928K
IWM
941
IHT Wealth Management
Illinois
$924K
BP
942
Ballentine Partners
Massachusetts
$924K
SMA
943
Sage Mountain Advisors
Georgia
$924K
DWM
944
Dakota Wealth Management
Florida
$923K
MA
945
Montag & Associates
Georgia
$923K
OIA
946
Optimum Investment Advisors
Illinois
$920K
CPRC
947
Consolidated Portfolio Review Corp
New York
$918K
TRCT
948
Tower Research Capital (TRC)
New York
$913K
GFG
949
Goldstone Financial Group
Illinois
$906K
FHA
950
Flagship Harbor Advisors
Massachusetts
$905K