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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
PCG
1151
Prosperity Consulting Group
Maryland
$545K
DC
1152
DeDora Capital
California
$544K
BIA
1153
Bigelow Investment Advisors
Maine
$543K
HL
1154
HeadInvest LLC
Maine
$542K
GI
1155
GAMMA Investing
California
$541K
SJIM
1156
St. Johns Investment Management
Florida
$540K
AWM
1157
Accurate Wealth Management
Florida
$538K
SAA
1158
Southeast Asset Advisors
Georgia
$535K
SM
1159
Salzhauer Michael
$534K
Lazard Asset Management
1160
Lazard Asset Management
New York
$532K
ABLA
1161
Alan B. Lancz & Associates
Ohio
$532K
SS
1162
SBI Securities
Japan
$531K
HTIM
1163
Harbour Trust & Investment Management
Indiana
$523K
AHL
1164
Abel Hall LLC
Louisiana
$523K
GWMIA
1165
Global Wealth Management Investment Advisory
Florida
$522K
CSC
1166
Caldwell Sutter Capital
California
$521K
VAS
1167
Vestmark Advisory Solutions
Massachusetts
$518K
RC
1168
Rovin Capital
Arizona
$516K
RHDIC
1169
R.H. Dinel Investment Counsel
California
$516K
RIL
1170
Rothschild Investment LLC
Illinois
$514K
LFA
1171
LifeGuide Financial Advisors
Pennsylvania
$514K
NSAM
1172
North Star Asset Management
Wisconsin
$510K
DA
1173
Denali Advisors
California
$510K
GC
1174
Guidance Capital
Kentucky
$509K
FWM
1175
Forza Wealth Management
Florida
$508K