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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
SFS
951
Stiles Financial Services
Minnesota
$898K
CA
952
CoreCap Advisors
Michigan
$896K
RMDI
953
R.M. Davis Inc
Maine
$895K
TLCM
954
Twin Lakes Capital Management
California
$895K
CCG
955
Cypress Capital Group
Florida
$895K
FNA
956
First National Advisers
Nebraska
$893K
RWP
957
RWA Wealth Partners
Massachusetts
$882K
CIC
958
Carnegie Investment Counsel
Ohio
$882K
KAS
959
KPP Advisory Services
Kentucky
$881K
CRIG
960
Charter Research & Investment Group
Connecticut
$878K
CHJWM
961
Carlton Hofferkamp & Jenks Wealth Management
Texas
$878K
PT
962
Plimoth Trust
Massachusetts
$877K
CastleKeep Investment Advisors
963
CastleKeep Investment Advisors
Connecticut
$876K
RP
964
Rice Partnership
Hawaii
$872K
AWA
965
Amplius Wealth Advisors
Pennsylvania
$869K
TBT
966
Texas Bank & Trust
Texas
$867K
WWM
967
Western Wealth Management
Colorado
$864K
CL
968
CSS LLC
Illinois
$856K
CA
969
Carson Advisory
Georgia
$855K
HAM
970
Hedges Asset Management
Nevada
$852K
VWM
971
VCI Wealth Management
Missouri
$850K
CFG
972
Citizens Financial Group
Rhode Island
$849K
LFG
973
Larson Financial Group
Missouri
$849K
CFMC
974
Curbstone Financial Management Corp
New Hampshire
$847K
RB
975
Renasant Bank
Mississippi
$842K