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United Parcel Service

1,942 hedge funds and large institutions have $39.4B invested in United Parcel Service in 2025 Q3 according to their latest regulatory filings, with 147 funds opening new positions, 754 increasing their positions, 846 reducing their positions, and 281 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more funds holding in top 10

Funds holding in top 10: 3133 (+2)

7% more call options, than puts

Call options by funds: $2.25B | Put options by funds: $2.11B

3.93% less ownership

Funds ownership: 68.01%64.08% (-3.9%)

8% less funds holding

Funds holding: 2,1131,942 (-171)

11% less repeat investments, than reductions

Existing positions increased: 754 | Existing positions reduced: 846

22% less capital invested

Capital invested by funds: $50.5B → $39.4B (-$11.1B)

48% less first-time investments, than exits

New positions opened: 147 | Existing positions closed: 281

Holders
1,942
Holders Change
-171
Holders Change %
-8.09%
% of All Funds
25.49%
Holding in Top 10
33
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.45%
% of All Funds
0.43%
New
147
Increased
754
Reduced
846
Closed
281
Calls
$2.25B
Puts
$2.11B
Net Calls
+$139M
Net Calls Change
-$47.7M
Name Holding Trade Value Shares
Change
Change in
Stake
PAM
1076
Parvin Asset Management
South Dakota
$665K +$258K +2,850 +56%
OBWG
1077
Onyx Bridge Wealth Group
New York
$661K +$448K +4,948 +167%
MCM
1078
Mork Capital Management
California
$660K
DA
1079
Detalus Advisors
Missouri
$658K +$528K +5,833 +285%
PCA
1080
Purkiss Capital Advisors
Connecticut
$656K
NRS
1081
Neville Rodie & Shaw
New York
$656K -$349K -3,850 -33%
AWM
1082
Absher Wealth Management
North Carolina
$656K +$168K +1,855 +31%
AMG
1083
Advisors Management Group
Wisconsin
$647K +$132K +1,456 +23%
PA
1084
Profund Advisors
Maryland
$645K -$47K -519 -6%
ACP
1085
Aviance Capital Partners
Florida
$642K +$54.2K +598 +8%
LG
1086
LaFleur & Godfrey
Michigan
$642K -$70.2K -775 -9%
GWP
1087
Gateway Wealth Partners
Wisconsin
$640K +$695K +7,668 New
PCG
1088
PFC Capital Group
California
$640K -$25.7K -284 -4%
OFG
1089
OmniStar Financial Group
North Carolina
$640K +$227K +2,501 +48%
BFS
1090
Bradley Foster & Sargent
Connecticut
$640K -$330K -3,639 -32%
KWMG
1091
King Wealth Management Group
Florida
$638K -$10.3K -114 -1%
BIG
1092
Brooklyn Investment Group
New York
$638K -$35.6K -393 -6%
HCM
1093
Hodges Capital Management
Texas
$634K +$161K +1,775 +31%
FFWM
1094
Future Financial Wealth Management
Ohio
$633K +$72.5K +800 +12%
IAS
1095
Insigneo Advisory Services
Florida
$632K +$36.4K +402 +6%
EIA
1096
Eldridge Investment Advisors
New Hampshire
$631K +$815 +9 +0.1%
WFM
1097
Wolff Financial Management
Michigan
$631K +$181 +2 +0%
SW
1098
SVB Wealth
Massachusetts
$630K -$77.5K -856 -10%
CCMG
1099
Clark Capital Management Group
Pennsylvania
$629K -$11K -121 -2%
ACM
1100
Advance Capital Management
Michigan
$628K -$4.35K -48 -0.6%

UPS Hedge Fund Activity: Q3 2025 in Review

1,942 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in United Parcel Service (UPS) for Q3 2025, worth a combined $39.4B — down 22% from $50.5B a quarter earlier.

Sellers outnumbered buyers: 281 funds closed out of UPS and 147 opened new positions — a net loss of 134 holders — while 846 trimmed existing stakes and 754 added.

The largest buyer was Fidelity Investments, adding an estimated $373M. The largest seller was JP Morgan Chase, cutting an estimated $443M.

  • 1,942 institutional investors held United Parcel Service (UPS) as of Q3 2025, down from 2,113 in Q2 2025.
  • Funds reported $39.4B of United Parcel Service stock for Q3 2025, down 22% quarter-over-quarter.
  • 147 funds opened new United Parcel Service positions in Q3 2025 and 281 closed out, a net change of -134 holders.
  • The largest United Parcel Service buyer in Q3 2025 was Fidelity Investments, an estimated $373M added.
  • The largest United Parcel Service seller in Q3 2025 was JP Morgan Chase, an estimated $443M sold.

Based on aggregated 13F filings for Q3 2025.