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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
MWM
1026
Mission Wealth Management
California
$734K
BBI
1027
Baxter Bros Inc
Connecticut
$734K
SFS
1028
Sharp Financial Services
Pennsylvania
$729K
BFS
1029
Bard Financial Services
Connecticut
$725K
PWAM
1030
Pinnacle West Asset Management
Wyoming
$723K
PFGIA
1031
Patriot Financial Group Insurance Agency
Massachusetts
$719K
MWM
1032
Modern Wealth Management
Kansas
$718K
CAM
1033
Cidel Asset Management
Ontario, Canada
$718K
HWAM
1034
Hennion & Walsh Asset Management
New Jersey
$716K
ACL
1035
Applied Capital LLC
Florida
$714K
TBC
1036
Tweedy, Browne Co
Connecticut
$714K
AIM
1037
Access Investment Management
Georgia
$710K
CWM
1038
Crowley Wealth Management
Delaware
$710K
EWM
1039
Empirical Wealth Management
Washington
$708K
BAM
1040
Berkshire Asset Management
Pennsylvania
$708K
LIM
1041
Longfellow Investment Management
Massachusetts
$707K
FLPIM
1042
F.L. Putnam Investment Management
Massachusetts
$705K
AA
1043
Armis Advisers
Georgia
$704K
KWA
1044
Kondo Wealth Advisors
California
$704K
BHC
1045
Bowen Hanes & Co
Florida
$702K
AWM
1046
Aberdeen Wealth Management
Illinois
$701K
FCM
1047
Fieldview Capital Management
Michigan
$697K
AWM
1048
Axxcess Wealth Management
California
$694K
CRI
1049
Colonial River Investments
Virginia
$694K
ECM
1050
Everence Capital Management
Indiana
$694K