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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
OFG
1076
OmniStar Financial Group
North Carolina
$640K
BFS
1077
Bradley Foster & Sargent
Connecticut
$640K
KWMG
1078
King Wealth Management Group
Florida
$638K
BIG
1079
Brooklyn Investment Group
New York
$638K
HCM
1080
Hodges Capital Management
Texas
$634K
FFWM
1081
Future Financial Wealth Management
Ohio
$633K
IAS
1082
Insigneo Advisory Services
Florida
$632K
EIA
1083
Eldridge Investment Advisors
New Hampshire
$631K
WFM
1084
Wolff Financial Management
Michigan
$631K
SW
1085
SVB Wealth
Massachusetts
$630K
CCMG
1086
Clark Capital Management Group
Pennsylvania
$629K
ACM
1087
Advance Capital Management
Michigan
$628K
NAM
1088
NorthCrest Asset Manangement
Minnesota
$627K
TAFW
1089
Tred Avon Family Wealth
Maryland
$627K
Fidelity International
1090
Fidelity International
Bermuda
$626K
KFS
1091
Keynote Financial Services
Connecticut
$625K
HAIM
1092
Hunter Associates Investment Management
Pennsylvania
$623K
EBWM
1093
Eagle Bluffs Wealth Management
Missouri
$623K
RIM
1094
Rakuten Investment Management
Japan
$622K
OM
1095
OV Management
Minnesota
$619K
VF
1096
Virtu Financial
New York
$619K
TPCW
1097
TD Private Client Wealth
New York
$618K
NFW
1098
Noble Family Wealth
Florida
$617K
IA
1099
Integrity Alliance
Iowa
$617K
THCM
1100
Taylor Hoffman Capital Management
Virginia
$612K