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United Parcel Service

1,942 hedge funds and large institutions have $39.4B invested in United Parcel Service in 2025 Q3 according to their latest regulatory filings, with 147 funds opening new positions, 754 increasing their positions, 846 reducing their positions, and 281 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more funds holding in top 10

Funds holding in top 10: 3133 (+2)

7% more call options, than puts

Call options by funds: $2.25B | Put options by funds: $2.11B

3.93% less ownership

Funds ownership: 68.01%64.08% (-3.9%)

8% less funds holding

Funds holding: 2,1131,942 (-171)

11% less repeat investments, than reductions

Existing positions increased: 754 | Existing positions reduced: 846

22% less capital invested

Capital invested by funds: $50.5B → $39.4B (-$11.1B)

48% less first-time investments, than exits

New positions opened: 147 | Existing positions closed: 281

Holders
1,942
Holders Change
-171
Holders Change %
-8.09%
% of All Funds
25.49%
Holding in Top 10
33
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.45%
% of All Funds
0.43%
New
147
Increased
754
Reduced
846
Closed
281
Calls
$2.25B
Puts
$2.11B
Net Calls
+$139M
Net Calls Change
-$47.7M
Name Holding Trade Value Shares
Change
Change in
Stake
HAM
976
Hedges Asset Management
Nevada
$852K +$45.3K +500 +5%
VWM
977
VCI Wealth Management
Missouri
$850K +$921K +10,172 New
CFG
978
Citizens Financial Group
Rhode Island
$849K -$69.2K -764 -7%
LFG
979
Larson Financial Group
Missouri
$849K +$62.7K +692 +7%
CFMC
980
Curbstone Financial Management Corp
New Hampshire
$847K -$11.6K -128 -1%
RB
981
Renasant Bank
Mississippi
$842K +$67.4K +744 +8%
MCA
982
Millennium Capital Advisors
Arkansas
$842K -$318K -3,508 -26%
MSAM
983
Moloney Securities Asset Management
Missouri
$842K -$126K -1,391 -12%
TCPW
984
Twin City Private Wealth
North Carolina
$840K -$71K -784 -7%
CIC
985
Cornercap Investment Counsel
Georgia
$838K -$14.9K -165 -2%
OKSA
986
O'Keefe Stevens Advisory
New York
$837K +$59.4K +656 +7%
MIG
987
Mariner Investment Group
New York
$835K +$906K +10,000 New
CCA
988
Cora Capital Advisors
New Jersey
$835K +$158K +1,739 +21%
SAI
989
Savvy Advisors Inc
New York
$834K +$19.6K +216 +2%
MIM
990
Miller Investment Management
Pennsylvania
$831K -$612K -6,760 -40%
MCM
991
Mengis Capital Management
Oregon
$826K -$424K -4,683 -32%
AMIM
992
Aull & Monroe Investment Management
Alabama
$824K -$24.5K -270 -3%
CCP
993
Carmel Capital Partners
California
$822K -$811K -8,956 -48%
CWM
994
Copia Wealth Management
Oregon
$822K
KFGK
995
Keystone Financial Group (Kentucky)
Kentucky
$819K -$96.9K -1,070 -10%
MW
996
MBL Wealth
North Carolina
$817K +$885K +9,775 New
CFCI
997
Comprehensive Financial Consultants Institutional
Indiana
$813K +$60.8K +671 +7%
ISFAN
998
Investor's Fiduciary Advisor Network
Washington
$813K +$132K +1,452 +18%
CC
999
Centiva Capital
New York
$810K +$879K +9,700 New
AWC
1000
Abundance Wealth Counselors
Pennsylvania
$809K +$64K +707 +8%

UPS Hedge Fund Activity: Q3 2025 in Review

1,942 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in United Parcel Service (UPS) for Q3 2025, worth a combined $39.4B — down 22% from $50.5B a quarter earlier.

Sellers outnumbered buyers: 281 funds closed out of UPS and 147 opened new positions — a net loss of 134 holders — while 846 trimmed existing stakes and 754 added.

The largest buyer was Fidelity Investments, adding an estimated $373M. The largest seller was JP Morgan Chase, cutting an estimated $443M.

  • 1,942 institutional investors held United Parcel Service (UPS) as of Q3 2025, down from 2,113 in Q2 2025.
  • Funds reported $39.4B of United Parcel Service stock for Q3 2025, down 22% quarter-over-quarter.
  • 147 funds opened new United Parcel Service positions in Q3 2025 and 281 closed out, a net change of -134 holders.
  • The largest United Parcel Service buyer in Q3 2025 was Fidelity Investments, an estimated $373M added.
  • The largest United Parcel Service seller in Q3 2025 was JP Morgan Chase, an estimated $443M sold.

Based on aggregated 13F filings for Q3 2025.