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