UPS icon

United Parcel Service

1,927 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, 747 increasing their positions, 841 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: 747 | Existing positions reduced: 841

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
1,927
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
SSWM
1126
Strait & Sound Wealth Management
California
$578K
CGA
1127
Crescent Grove Advisors
Illinois
$578K
WBC
1128
Westpac Banking Corp
Australia
$573K
EA
1129
Emerald Advisors
Washington
$572K
SFG
1130
SNS Financial Group
Minnesota
$572K
BCWM
1131
Bartlett & Co Wealth Management
Ohio
$570K
BWP
1132
Balboa Wealth Partners
Arizona
$569K
PDL
1133
Portfolio Design Labs
California
$569K
SOS
1134
Silver Oak Securities
Tennessee
$566K
AIA
1135
AIMZ Investment Advisors
California
$564K
JIP
1136
Jaffetilchin Investment Partners
Florida
$563K
GGS
1137
Galvin Gaustad & Stein
Arizona
$562K
PCM
1138
Polymer Capital Management
New York
$561K
VAG
1139
VisionPoint Advisory Group
Texas
$559K
TFG
1140
Taylor Financial Group
Virginia
$559K
AIM
1141
Acropolis Investment Management
Missouri
$559K
JIC
1142
Joel Isaacson & Co
New York
$555K
ACI
1143
Alpha Cubed Investments
California
$553K
AWA
1144
Aaron Wealth Advisors
Illinois
$553K
SWA
1145
SOA Wealth Advisors
New York
$552K
IFWM
1146
Institute for Wealth Management
Colorado
$549K
NAAA
1147
New Age Alpha Advisors
New York
$546K
QCG
1148
Quadrant Capital Group
Ohio
$546K
PCG
1149
Prosperity Consulting Group
Maryland
$545K
DC
1150
DeDora Capital
California
$544K