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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
NAM
1101
NorthCrest Asset Manangement
Minnesota
$627K +$7.88K +87 +1%
TAFW
1102
Tred Avon Family Wealth
Maryland
$627K +$680K +7,504 New
Fidelity International
1103
Fidelity International
Bermuda
$626K -$1.97M -21,761 -74%
KFS
1104
Keynote Financial Services
Connecticut
$625K +$70.5K +778 +12%
HAIM
1105
Hunter Associates Investment Management
Pennsylvania
$623K +$60.3K +666 +10%
EBWM
1106
Eagle Bluffs Wealth Management
Missouri
$623K +$18.5K +204 +3%
RIM
1107
Rakuten Investment Management
Japan
$622K +$1.52M +16,740 New
OM
1108
OV Management
Minnesota
$619K +$1.27K +14 +0.2%
VF
1109
Virtu Financial
New York
$619K +$671K +7,405 New
TPCW
1110
TD Private Client Wealth
New York
$618K -$2.35M -25,965 -78%
NFW
1111
Noble Family Wealth
Florida
$617K +$14.5K +160 +2%
IA
1112
Integrity Alliance
Iowa
$617K +$56K +618 +9%
THCM
1113
Taylor Hoffman Capital Management
Virginia
$612K
AWA
1114
Acorn Wealth Advisors
Michigan
$610K +$1.09K +12 +0.2%
EFH
1115
Eaton Financial Holdings
Florida
$606K
LWM
1116
LJI Wealth Management
Indiana
$603K +$654K +7,223 New
CPA
1117
Court Place Advisors
Maryland
$601K -$18.8K -208 -3%
HI
1118
Harrington Investments
California
$599K
SCM
1119
Shelton Capital Management
Colorado
$598K -$4.59M -50,700 -88%
CI
1120
Cigna Investments
Connecticut
$597K
RIA
1121
Regal Investment Advisors
Michigan
$596K +$10.3K +114 +2%
DWM
1122
Destination Wealth Management
California
$595K +$27.8K +307 +5%
CA
1123
Continuum Advisory
Idaho
$595K +$1.45K +16 +0.2%
FWWM
1124
Fiscal Wisdom Wealth Management
Connecticut
$593K +$617K +6,815 New
AWA
1125
ARQ Wealth Advisors
Arizona
$591K +$641K +7,072 New

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.