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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
BFM
1001
Boothbay Fund Management
New York
$793K
FWM
1002
ForthRight Wealth Management
Georgia
$789K
MAS
1003
Meeder Advisory Services
Ohio
$783K
EAM
1004
Everstar Asset Management
North Carolina
$781K
FB
1005
Fulton Bank
Pennsylvania
$781K
GCA
1006
Greenwood Capital Associates
South Carolina
$780K
RC
1007
Roundview Capital
New Jersey
$777K
NG
1008
Norden Group
Utah
$775K
PL
1009
Perpetual Ltd
Australia
$775K
HCM
1010
Howard Capital Management
Georgia
$773K
SB
1011
Strategic Blueprint
Georgia
$771K
WI
1012
Westbourne Investments
Virginia
$770K
OC
1013
Opinicus Capital
Florida
$767K
ACM
1014
Aster Capital Management
United Arab Emirates
$765K
NEWAS
1015
N.E.W. Advisory Services
Wisconsin
$760K
PIC
1016
Portland Investment Counsel
Ontario, Canada
$760K
FC
1017
Financial Consulate
Maryland
$757K
OC
1018
Oarsman Capital
Wisconsin
$757K
WSC
1019
Wellington Shields & Co
New York
$743K
BCM
1020
BluePath Capital Management
Georgia
$743K
SIM
1021
Studio Investment Management
Illinois
$739K
BFIM
1022
Beese Fulmer Investment Management
Ohio
$738K
I
1023
InceptionR
California
$737K
CC
1024
Carlson Capital
Texas
$735K
CCM
1025
Coldstream Capital Management
Washington
$734K