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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
FA
1051
Fiduciary Alliance
South Carolina
$682K
AAS
1052
Ameritas Advisory Services
Nebraska
$682K
BLC
1053
Brown, Lisle/Cummings
Rhode Island
$679K
TA
1054
TCM Advisors
West Virginia
$678K
CFO
1055
Callan Family Office
Pennsylvania
$678K
WMP
1056
Wealth Management Partners
Arizona
$677K
ECM
1057
Evergreen Capital Management
Washington
$672K
EF
1058
Exeter Financial
Arizona
$670K
SACTSONJ
1059
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$668K
BAG
1060
Bridgewealth Advisory Group
California
$668K
GRP
1061
Global Retirement Partners
California
$668K
EFS
1062
Essex Financial Services
Connecticut
$665K
PAM
1063
Parvin Asset Management
South Dakota
$665K
OBWG
1064
Onyx Bridge Wealth Group
New York
$661K
MCM
1065
Mork Capital Management
California
$660K
DA
1066
Detalus Advisors
Missouri
$658K
PCA
1067
Purkiss Capital Advisors
Connecticut
$656K
NRS
1068
Neville Rodie & Shaw
New York
$656K
AWM
1069
Absher Wealth Management
North Carolina
$656K
AMG
1070
Advisors Management Group
Wisconsin
$647K
PA
1071
Profund Advisors
Maryland
$645K
ACP
1072
Aviance Capital Partners
Florida
$642K
LG
1073
LaFleur & Godfrey
Michigan
$642K
GWP
1074
Gateway Wealth Partners
Wisconsin
$640K
PCG
1075
PFC Capital Group
California
$640K