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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
CCA
976
Cora Capital Advisors
New Jersey
$835K
SAI
977
Savvy Advisors Inc
New York
$834K
MIM
978
Miller Investment Management
Pennsylvania
$831K
MCM
979
Mengis Capital Management
Oregon
$826K
AMIM
980
Aull & Monroe Investment Management
Alabama
$824K
CCP
981
Carmel Capital Partners
California
$822K
CWM
982
Copia Wealth Management
Oregon
$822K
KFGK
983
Keystone Financial Group (Kentucky)
Kentucky
$819K
MW
984
MBL Wealth
North Carolina
$817K
CFCI
985
Comprehensive Financial Consultants Institutional
Indiana
$813K
ISFAN
986
Investor's Fiduciary Advisor Network
Washington
$813K
CC
987
Centiva Capital
New York
$810K
AWC
988
Abundance Wealth Counselors
Pennsylvania
$809K
OQS
989
Occudo Quantitative Strategies
Florida
$808K
MI
990
Moneywise Inc
Virginia
$808K
1M
991
1248 Management
Missouri
$805K
CT
992
Chicago Trust
Illinois
$799K
VCS
993
Vaughan & Co Securities
New Jersey
$794K
DFCM
994
Dark Forest Capital Management
Puerto Rico
$793K
BFM
995
Boothbay Fund Management
New York
$793K
FWM
996
ForthRight Wealth Management
Georgia
$789K
MAS
997
Meeder Advisory Services
Ohio
$783K
EAM
998
Everstar Asset Management
North Carolina
$781K
FB
999
Fulton Bank
Pennsylvania
$781K
GCA
1000
Greenwood Capital Associates
South Carolina
$780K