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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
RC
1001
Roundview Capital
New Jersey
$777K
NG
1002
Norden Group
Utah
$775K
PL
1003
Perpetual Ltd
Australia
$775K
HCM
1004
Howard Capital Management
Georgia
$773K
SB
1005
Strategic Blueprint
Georgia
$771K
WI
1006
Westbourne Investments
Virginia
$770K
OC
1007
Opinicus Capital
Florida
$767K
ACM
1008
Aster Capital Management
United Arab Emirates
$765K
NEWAS
1009
N.E.W. Advisory Services
Wisconsin
$760K
PIC
1010
Portland Investment Counsel
Ontario, Canada
$760K
FC
1011
Financial Consulate
Maryland
$757K
OC
1012
Oarsman Capital
Wisconsin
$757K
WSC
1013
Wellington Shields & Co
New York
$743K
SIM
1014
Studio Investment Management
Illinois
$739K
BFIM
1015
Beese Fulmer Investment Management
Ohio
$738K
I
1016
InceptionR
California
$737K
CC
1017
Carlson Capital
Texas
$735K
CCM
1018
Coldstream Capital Management
Washington
$734K
MWM
1019
Mission Wealth Management
California
$734K
BBI
1020
Baxter Bros Inc
Connecticut
$734K
SFS
1021
Sharp Financial Services
Pennsylvania
$729K
SWGC
1022
Summit Wealth Group (Colorado)
Colorado
$725K
BFS
1023
Bard Financial Services
Connecticut
$725K
PWAM
1024
Pinnacle West Asset Management
Wyoming
$723K
PFGIA
1025
Patriot Financial Group Insurance Agency
Massachusetts
$719K