We are live on ! Find out more
UPS icon

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
OQS
1001
Occudo Quantitative Strategies
Florida
$808K -$4.85M -53,601 -85%
MI
1002
Moneywise Inc
Virginia
$808K -$1.81K -20 -0.2%
1M
1003
1248 Management
Missouri
$805K
CT
1004
Chicago Trust
Illinois
$799K -$54.8K -605 -6%
VCS
1005
Vaughan & Co Securities
New Jersey
$794K +$394K +4,346 +84%
DFCM
1006
Dark Forest Capital Management
Puerto Rico
$793K -$2.39M -26,418 -74%
BFM
1007
Boothbay Fund Management
New York
$793K +$860K +9,490 New
FWM
1008
ForthRight Wealth Management
Georgia
$789K +$453 +5 +0.1%
MAS
1009
Meeder Advisory Services
Ohio
$783K -$146K -1,617 -15%
EAM
1010
Everstar Asset Management
North Carolina
$781K +$847K +9,354 New
FB
1011
Fulton Bank
Pennsylvania
$781K -$588K -6,493 -41%
GCA
1012
Greenwood Capital Associates
South Carolina
$780K +$9.51K +105 +1%
RC
1013
Roundview Capital
New Jersey
$777K -$85K -939 -9%
NG
1014
Norden Group
Utah
$775K +$70.5K +778 +9%
PL
1015
Perpetual Ltd
Australia
$775K -$734K -8,104 -47%
HCM
1016
Howard Capital Management
Georgia
$773K +$77.5K +856 +10%
SB
1017
Strategic Blueprint
Georgia
$771K +$53K +585 +7%
WI
1018
Westbourne Investments
Virginia
$770K +$76.6K +846 +12%
OC
1019
Opinicus Capital
Florida
$767K +$15.5K +171 +2%
ACM
1020
Aster Capital Management
United Arab Emirates
$765K +$830K +9,164 New
NEWAS
1021
N.E.W. Advisory Services
Wisconsin
$760K +$127K +1,402 +18%
PIC
1022
Portland Investment Counsel
Ontario, Canada
$760K
FC
1023
Financial Consulate
Maryland
$757K +$820K +9,057 New
OC
1024
Oarsman Capital
Wisconsin
$757K -$115K -1,271 -12%
WSC
1025
Wellington Shields & Co
New York
$743K +$136K +1,500 +20%

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.