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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
PA
1051
Procyon Advisors
Connecticut
$692K
APM
1052
Advanced Portfolio Management
New York
$691K
IWA
1053
Icon Wealth Advisors
Texas
$688K
CCM
1054
Charter Capital Management
Wisconsin
$688K
MSS
1055
Mitchell Sinkler & Starr
Pennsylvania
$685K
FWIA
1056
Fort Washington Investment Advisors
Ohio
$684K
FA
1057
Fiduciary Alliance
South Carolina
$682K
AAS
1058
Ameritas Advisory Services
Nebraska
$682K
BLC
1059
Brown, Lisle/Cummings
Rhode Island
$679K
TA
1060
TCM Advisors
West Virginia
$678K
CFO
1061
Callan Family Office
Pennsylvania
$678K
WMP
1062
Wealth Management Partners
Arizona
$677K
ECM
1063
Evergreen Capital Management
Washington
$672K
EF
1064
Exeter Financial
Arizona
$670K
SACTSONJ
1065
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$668K
BAG
1066
Bridgewealth Advisory Group
California
$668K
GRP
1067
Global Retirement Partners
California
$668K
EFS
1068
Essex Financial Services
Connecticut
$665K
PAM
1069
Parvin Asset Management
South Dakota
$665K
OBWG
1070
Onyx Bridge Wealth Group
New York
$661K
MCM
1071
Mork Capital Management
California
$660K
DA
1072
Detalus Advisors
Missouri
$658K
PCA
1073
Purkiss Capital Advisors
Connecticut
$656K
NRS
1074
Neville Rodie & Shaw
New York
$656K
AWM
1075
Absher Wealth Management
North Carolina
$656K