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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
BWP
1126
Balboa Wealth Partners
Arizona
$569K
PDL
1127
Portfolio Design Labs
California
$569K
SOS
1128
Silver Oak Securities
Tennessee
$566K
AIA
1129
AIMZ Investment Advisors
California
$564K
JIP
1130
Jaffetilchin Investment Partners
Florida
$563K
GGS
1131
Galvin Gaustad & Stein
Arizona
$562K
PCM
1132
Polymer Capital Management
New York
$561K
VAG
1133
VisionPoint Advisory Group
Texas
$559K
TFG
1134
Taylor Financial Group
Virginia
$559K
AIM
1135
Acropolis Investment Management
Missouri
$559K
JIC
1136
Joel Isaacson & Co
New York
$555K
ACI
1137
Alpha Cubed Investments
California
$553K
AWA
1138
Aaron Wealth Advisors
Illinois
$553K
SWA
1139
SOA Wealth Advisors
New York
$552K
IFWM
1140
Institute for Wealth Management
Colorado
$549K
NAAA
1141
New Age Alpha Advisors
New York
$546K
QCG
1142
Quadrant Capital Group
Ohio
$546K
PCG
1143
Prosperity Consulting Group
Maryland
$545K
DC
1144
DeDora Capital
California
$544K
BIA
1145
Bigelow Investment Advisors
Maine
$543K
HL
1146
HeadInvest LLC
Maine
$542K
GI
1147
GAMMA Investing
California
$541K
SJIM
1148
St. Johns Investment Management
Florida
$540K
AWM
1149
Accurate Wealth Management
Florida
$538K
SAA
1150
Southeast Asset Advisors
Georgia
$535K