UPS icon

United Parcel Service

1,914 hedge funds and large institutions have $39.4B invested in United Parcel Service in 2025 Q3 according to their latest regulatory filings, with 146 funds opening new positions, 738 increasing their positions, 838 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: 738 | Existing positions reduced: 838

22% less capital invested

Capital invested by funds: $50.3B → $39.4B (-$11B)

47% less first-time investments, than exits

New positions opened: 146 | Existing positions closed: 278

Holders
1,914
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
PWAM
1026
Pinnacle West Asset Management
Wyoming
$723K
PFGIA
1027
Patriot Financial Group Insurance Agency
Massachusetts
$719K
MWM
1028
Modern Wealth Management
Kansas
$718K
CAM
1029
Cidel Asset Management
Ontario, Canada
$718K
HWAM
1030
Hennion & Walsh Asset Management
New Jersey
$716K
ACL
1031
Applied Capital LLC
Florida
$714K
TBC
1032
Tweedy, Browne Co
Connecticut
$714K
AIM
1033
Access Investment Management
Georgia
$710K
CWM
1034
Crowley Wealth Management
Delaware
$710K
EWM
1035
Empirical Wealth Management
Washington
$708K
BAM
1036
Berkshire Asset Management
Pennsylvania
$708K
LIM
1037
Longfellow Investment Management
Massachusetts
$707K
FLPIM
1038
F.L. Putnam Investment Management
Massachusetts
$705K
AA
1039
Armis Advisers
Georgia
$704K
KWA
1040
Kondo Wealth Advisors
California
$704K
BHC
1041
Bowen Hanes & Co
Florida
$702K
AWM
1042
Aberdeen Wealth Management
Illinois
$701K
FCM
1043
Fieldview Capital Management
Michigan
$697K
AWM
1044
Axxcess Wealth Management
California
$694K
CRI
1045
Colonial River Investments
Virginia
$694K
ECM
1046
Everence Capital Management
Indiana
$694K
PA
1047
Procyon Advisors
Connecticut
$692K
APM
1048
Advanced Portfolio Management
New York
$691K
IWA
1049
Icon Wealth Advisors
Texas
$688K
CCM
1050
Charter Capital Management
Wisconsin
$688K