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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
MSS
1051
Mitchell Sinkler & Starr
Pennsylvania
$685K
FWIA
1052
Fort Washington Investment Advisors
Ohio
$684K
FA
1053
Fiduciary Alliance
South Carolina
$682K
AAS
1054
Ameritas Advisory Services
Nebraska
$682K
BLC
1055
Brown, Lisle/Cummings
Rhode Island
$679K
TA
1056
TCM Advisors
West Virginia
$678K
CFO
1057
Callan Family Office
Pennsylvania
$678K
WMP
1058
Wealth Management Partners
Arizona
$677K
ECM
1059
Evergreen Capital Management
Washington
$672K
EF
1060
Exeter Financial
Arizona
$670K
SACTSONJ
1061
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$668K
BAG
1062
Bridgewealth Advisory Group
California
$668K
GRP
1063
Global Retirement Partners
California
$668K
EFS
1064
Essex Financial Services
Connecticut
$665K
PAM
1065
Parvin Asset Management
South Dakota
$665K
OBWG
1066
Onyx Bridge Wealth Group
New York
$661K
MCM
1067
Mork Capital Management
California
$660K
DA
1068
Detalus Advisors
Missouri
$658K
PCA
1069
Purkiss Capital Advisors
Connecticut
$656K
NRS
1070
Neville Rodie & Shaw
New York
$656K
AWM
1071
Absher Wealth Management
North Carolina
$656K
AMG
1072
Advisors Management Group
Wisconsin
$647K
PA
1073
Profund Advisors
Maryland
$645K
ACP
1074
Aviance Capital Partners
Florida
$642K
LG
1075
LaFleur & Godfrey
Michigan
$642K