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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
IA
1101
Integrity Alliance
Iowa
$617K
THCM
1102
Taylor Hoffman Capital Management
Virginia
$612K
AWA
1103
Acorn Wealth Advisors
Michigan
$610K
EFH
1104
Eaton Financial Holdings
Florida
$606K
LWM
1105
LJI Wealth Management
Indiana
$603K
CPA
1106
Court Place Advisors
Maryland
$601K
HI
1107
Harrington Investments
California
$599K
SCM
1108
Shelton Capital Management
Colorado
$598K
CI
1109
Cigna Investments
Connecticut
$597K
RIA
1110
Regal Investment Advisors
Michigan
$596K
DWM
1111
Destination Wealth Management
California
$595K
CA
1112
Continuum Advisory
Idaho
$595K
FWWM
1113
Fiscal Wisdom Wealth Management
Connecticut
$593K
AWA
1114
ARQ Wealth Advisors
Arizona
$591K
TTWM
1115
TCV Trust & Wealth Management
Virginia
$590K
JFGIW
1116
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$588K
CWS
1117
Confluence Wealth Services
Pennsylvania
$584K
FBT
1118
First Bankers Trust
Kentucky
$583K
LCGC
1119
Legacy Capital Group California
California
$582K
KA
1120
Kovack Advisors
Florida
$581K
AIP
1121
Ameritas Investment Partners
Nebraska
$578K
SSWM
1122
Strait & Sound Wealth Management
California
$578K
CGA
1123
Crescent Grove Advisors
Illinois
$578K
WBC
1124
Westpac Banking Corp
Australia
$573K
EA
1125
Emerald Advisors
Washington
$572K