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United Parcel Service

1,931 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, 749 increasing their positions, 842 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: 749 | Existing positions reduced: 842

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
1,931
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
CCM
1026
Coldstream Capital Management
Washington
$734K
MWM
1027
Mission Wealth Management
California
$734K
BBI
1028
Baxter Bros Inc
Connecticut
$734K
SFS
1029
Sharp Financial Services
Pennsylvania
$729K
BFS
1030
Bard Financial Services
Connecticut
$725K
PWAM
1031
Pinnacle West Asset Management
Wyoming
$723K
PFGIA
1032
Patriot Financial Group Insurance Agency
Massachusetts
$719K
MWM
1033
Modern Wealth Management
Kansas
$718K
CAM
1034
Cidel Asset Management
Ontario, Canada
$718K
HWAM
1035
Hennion & Walsh Asset Management
New Jersey
$716K
ACL
1036
Applied Capital LLC
Florida
$714K
TBC
1037
Tweedy, Browne Co
Connecticut
$714K
AIM
1038
Access Investment Management
Georgia
$710K
CWM
1039
Crowley Wealth Management
Delaware
$710K
EWM
1040
Empirical Wealth Management
Washington
$708K
BAM
1041
Berkshire Asset Management
Pennsylvania
$708K
LIM
1042
Longfellow Investment Management
Massachusetts
$707K
FLPIM
1043
F.L. Putnam Investment Management
Massachusetts
$705K
AA
1044
Armis Advisers
Georgia
$704K
KWA
1045
Kondo Wealth Advisors
California
$704K
BHC
1046
Bowen Hanes & Co
Florida
$702K
AWM
1047
Aberdeen Wealth Management
Illinois
$701K
FCM
1048
Fieldview Capital Management
Michigan
$697K
AWM
1049
Axxcess Wealth Management
California
$694K
CRI
1050
Colonial River Investments
Virginia
$694K