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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
FNA
951
First National Advisers
Nebraska
$893K
RWP
952
RWA Wealth Partners
Massachusetts
$882K
CIC
953
Carnegie Investment Counsel
Ohio
$882K
KAS
954
KPP Advisory Services
Kentucky
$881K
CRIG
955
Charter Research & Investment Group
Connecticut
$878K
CHJWM
956
Carlton Hofferkamp & Jenks Wealth Management
Texas
$878K
PT
957
Plimoth Trust
Massachusetts
$877K
CastleKeep Investment Advisors
958
CastleKeep Investment Advisors
Connecticut
$876K
RP
959
Rice Partnership
Hawaii
$872K
AWA
960
Amplius Wealth Advisors
Pennsylvania
$869K
TBT
961
Texas Bank & Trust
Texas
$867K
WWM
962
Western Wealth Management
Colorado
$864K
CL
963
CSS LLC
Illinois
$856K
CA
964
Carson Advisory
Georgia
$855K
HAM
965
Hedges Asset Management
Nevada
$852K
VWM
966
VCI Wealth Management
Missouri
$850K
CFG
967
Citizens Financial Group
Rhode Island
$849K
LFG
968
Larson Financial Group
Missouri
$849K
CFMC
969
Curbstone Financial Management Corp
New Hampshire
$847K
RB
970
Renasant Bank
Mississippi
$842K
MSAM
971
Moloney Securities Asset Management
Missouri
$842K
TCPW
972
Twin City Private Wealth
North Carolina
$840K
CIC
973
Cornercap Investment Counsel
Georgia
$838K
OKSA
974
O'Keefe Stevens Advisory
New York
$837K
MIG
975
Mariner Investment Group
New York
$835K