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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
SFG
1126
SNS Financial Group
Minnesota
$572K
BCWM
1127
Bartlett & Co Wealth Management
Ohio
$570K
BWP
1128
Balboa Wealth Partners
Arizona
$569K
PDL
1129
Portfolio Design Labs
California
$569K
SOS
1130
Silver Oak Securities
Tennessee
$566K
AIA
1131
AIMZ Investment Advisors
California
$564K
JIP
1132
Jaffetilchin Investment Partners
Florida
$563K
GGS
1133
Galvin Gaustad & Stein
Arizona
$562K
PCM
1134
Polymer Capital Management
New York
$561K
VAG
1135
VisionPoint Advisory Group
Texas
$559K
TFG
1136
Taylor Financial Group
Virginia
$559K
AIM
1137
Acropolis Investment Management
Missouri
$559K
JIC
1138
Joel Isaacson & Co
New York
$555K
ACI
1139
Alpha Cubed Investments
California
$553K
AWA
1140
Aaron Wealth Advisors
Illinois
$553K
SWA
1141
SOA Wealth Advisors
New York
$552K
IFWM
1142
Institute for Wealth Management
Colorado
$549K
NAAA
1143
New Age Alpha Advisors
New York
$546K
QCG
1144
Quadrant Capital Group
Ohio
$546K
PCG
1145
Prosperity Consulting Group
Maryland
$545K
DC
1146
DeDora Capital
California
$544K
BIA
1147
Bigelow Investment Advisors
Maine
$543K
HL
1148
HeadInvest LLC
Maine
$542K
GI
1149
GAMMA Investing
California
$541K
SJIM
1150
St. Johns Investment Management
Florida
$540K