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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
AWA
1101
Acorn Wealth Advisors
Michigan
$610K
EFH
1102
Eaton Financial Holdings
Florida
$606K
LWM
1103
LJI Wealth Management
Indiana
$603K
CPA
1104
Court Place Advisors
Maryland
$601K
HI
1105
Harrington Investments
California
$599K
SCM
1106
Shelton Capital Management
Colorado
$598K
CI
1107
Cigna Investments
Connecticut
$597K
RIA
1108
Regal Investment Advisors
Michigan
$596K
DWM
1109
Destination Wealth Management
California
$595K
CA
1110
Continuum Advisory
Idaho
$595K
FWWM
1111
Fiscal Wisdom Wealth Management
Connecticut
$593K
AWA
1112
ARQ Wealth Advisors
Arizona
$591K
TTWM
1113
TCV Trust & Wealth Management
Virginia
$590K
JFGIW
1114
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$588K
CWS
1115
Confluence Wealth Services
Pennsylvania
$584K
FBT
1116
First Bankers Trust
Kentucky
$583K
LCGC
1117
Legacy Capital Group California
California
$582K
KA
1118
Kovack Advisors
Florida
$581K
AIP
1119
Ameritas Investment Partners
Nebraska
$578K
SSWM
1120
Strait & Sound Wealth Management
California
$578K
CGA
1121
Crescent Grove Advisors
Illinois
$578K
WBC
1122
Westpac Banking Corp
Australia
$573K
EA
1123
Emerald Advisors
Washington
$572K
SFG
1124
SNS Financial Group
Minnesota
$572K
BCWM
1125
Bartlett & Co Wealth Management
Ohio
$570K