UPS icon

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
PFM
926
Potomac Fund Management
Florida
$938K
GAMC
927
Garner Asset Management Corp
Texas
$938K
CF
928
Centaurus Financial
California
$937K
UCB
929
United Community Bank
South Carolina
$937K
FNB
930
Farmers National Bank
Kentucky
$936K
VT
931
Vise Technologies
New York
$935K
DW30
932
Drucker Wealth 3.0
New Jersey
$934K
DAS
933
Diversify Advisory Services
Utah
$933K
CPIG
934
Chicago Partners Investment Group
Illinois
$933K
MAM
935
Madison Asset Management
Wisconsin
$932K
JSL
936
JT Stratford LLC
Georgia
$931K
SAG
937
SageView Advisory Group
California
$929K
IP
938
Intellectus Partners
California
$929K
CLA
939
Carnegie Lake Advisors
New Jersey
$928K
IWM
940
IHT Wealth Management
Illinois
$924K
BP
941
Ballentine Partners
Massachusetts
$924K
SMA
942
Sage Mountain Advisors
Georgia
$924K
DWM
943
Dakota Wealth Management
Florida
$923K
MA
944
Montag & Associates
Georgia
$923K
OIA
945
Optimum Investment Advisors
Illinois
$920K
CPRC
946
Consolidated Portfolio Review Corp
New York
$918K
TRCT
947
Tower Research Capital (TRC)
New York
$913K
GFG
948
Goldstone Financial Group
Illinois
$906K
FHA
949
Flagship Harbor Advisors
Massachusetts
$905K
NERM
950
New England Research & Management
Illinois
$903K