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United Parcel Service

1,931 hedge funds and large institutions have $39.4B invested in United Parcel Service in 2025 Q3 according to their latest regulatory filings, with 145 funds opening new positions, 749 increasing their positions, 842 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:

11% less repeat investments, than reductions

Existing positions increased: 749 | Existing positions reduced: 842

22% less capital invested

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

48% less first-time investments, than exits

New positions opened: 145 | Existing positions closed: 278

Holders
1,931
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 +$373M
2 +$255M
3 +$119M
4
UBS Group
UBS Group
Switzerland
+$104M
5
Morgan Stanley
Morgan Stanley
New York
+$92.3M

Top Sellers

1 -$443M
2 -$366M
3 -$352M
4
Goldman Sachs
Goldman Sachs
New York
-$227M
5
BlackRock
BlackRock
New York
-$176M
Name Holding Trade Value Shares
Change
Change in
Stake
RIM
1101
Rakuten Investment Management
Japan
$622K
OM
1102
OV Management
Minnesota
$619K
VF
1103
Virtu Financial
New York
$619K
TPCW
1104
TD Private Client Wealth
New York
$618K
NFW
1105
Noble Family Wealth
Florida
$617K
IA
1106
Integrity Alliance
Iowa
$617K
THCM
1107
Taylor Hoffman Capital Management
Virginia
$612K
AWA
1108
Acorn Wealth Advisors
Michigan
$610K
EFH
1109
Eaton Financial Holdings
Florida
$606K
LWM
1110
LJI Wealth Management
Indiana
$603K
CPA
1111
Court Place Advisors
Maryland
$601K
HI
1112
Harrington Investments
California
$599K
SCM
1113
Shelton Capital Management
Colorado
$598K
CI
1114
Cigna Investments
Connecticut
$597K
RIA
1115
Regal Investment Advisors
Michigan
$596K
DWM
1116
Destination Wealth Management
California
$595K
CA
1117
Continuum Advisory
Idaho
$595K
FWWM
1118
Fiscal Wisdom Wealth Management
Connecticut
$593K
AWA
1119
ARQ Wealth Advisors
Arizona
$591K
TTWM
1120
TCV Trust & Wealth Management
Virginia
$590K
JFGIW
1121
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$588K
CWS
1122
Confluence Wealth Services
Pennsylvania
$584K
FBT
1123
First Bankers Trust
Kentucky
$583K
LCGC
1124
Legacy Capital Group California
California
$582K
KA
1125
Kovack Advisors
Florida
$581K