UPS icon

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