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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
OKSA
976
O'Keefe Stevens Advisory
New York
$837K
MIG
977
Mariner Investment Group
New York
$835K
CCA
978
Cora Capital Advisors
New Jersey
$835K
SAI
979
Savvy Advisors Inc
New York
$834K
MIM
980
Miller Investment Management
Pennsylvania
$831K
MCM
981
Mengis Capital Management
Oregon
$826K
AMIM
982
Aull & Monroe Investment Management
Alabama
$824K
CCP
983
Carmel Capital Partners
California
$822K
CWM
984
Copia Wealth Management
Oregon
$822K
KFGK
985
Keystone Financial Group (Kentucky)
Kentucky
$819K
MW
986
MBL Wealth
North Carolina
$817K
CFCI
987
Comprehensive Financial Consultants Institutional
Indiana
$813K
ISFAN
988
Investor's Fiduciary Advisor Network
Washington
$813K
CC
989
Centiva Capital
New York
$810K
AWC
990
Abundance Wealth Counselors
Pennsylvania
$809K
OQS
991
Occudo Quantitative Strategies
Florida
$808K
MI
992
Moneywise Inc
Virginia
$808K
1M
993
1248 Management
Missouri
$805K
CT
994
Chicago Trust
Illinois
$799K
VCS
995
Vaughan & Co Securities
New Jersey
$794K
DFCM
996
Dark Forest Capital Management
Puerto Rico
$793K
BFM
997
Boothbay Fund Management
New York
$793K
FWM
998
ForthRight Wealth Management
Georgia
$789K
MAS
999
Meeder Advisory Services
Ohio
$783K
EAM
1000
Everstar Asset Management
North Carolina
$781K