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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
MWM
1026
Modern Wealth Management
Kansas
$718K
CAM
1027
Cidel Asset Management
Ontario, Canada
$718K
HWAM
1028
Hennion & Walsh Asset Management
New Jersey
$716K
ACL
1029
Applied Capital LLC
Florida
$714K
TBC
1030
Tweedy, Browne Co
Connecticut
$714K
AIM
1031
Access Investment Management
Georgia
$710K
CWM
1032
Crowley Wealth Management
Delaware
$710K
EWM
1033
Empirical Wealth Management
Washington
$708K
BAM
1034
Berkshire Asset Management
Pennsylvania
$708K
LIM
1035
Longfellow Investment Management
Massachusetts
$707K
FLPIM
1036
F.L. Putnam Investment Management
Massachusetts
$705K
AA
1037
Armis Advisers
Georgia
$704K
KWA
1038
Kondo Wealth Advisors
California
$704K
BHC
1039
Bowen Hanes & Co
Florida
$702K
AWM
1040
Aberdeen Wealth Management
Illinois
$701K
FCM
1041
Fieldview Capital Management
Michigan
$697K
AWM
1042
Axxcess Wealth Management
California
$694K
CRI
1043
Colonial River Investments
Virginia
$694K
ECM
1044
Everence Capital Management
Indiana
$694K
PA
1045
Procyon Advisors
Connecticut
$692K
APM
1046
Advanced Portfolio Management
New York
$691K
IWA
1047
Icon Wealth Advisors
Texas
$688K
CCM
1048
Charter Capital Management
Wisconsin
$688K
MSS
1049
Mitchell Sinkler & Starr
Pennsylvania
$685K
FWIA
1050
Fort Washington Investment Advisors
Ohio
$684K