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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
AWM
1151
Accurate Wealth Management
Florida
$538K
SAA
1152
Southeast Asset Advisors
Georgia
$535K
SM
1153
Salzhauer Michael
$534K
Lazard Asset Management
1154
Lazard Asset Management
New York
$532K
ABLA
1155
Alan B. Lancz & Associates
Ohio
$532K
SS
1156
SBI Securities
Japan
$531K
HTIM
1157
Harbour Trust & Investment Management
Indiana
$523K
AHL
1158
Abel Hall LLC
Louisiana
$523K
GWMIA
1159
Global Wealth Management Investment Advisory
Florida
$522K
CSC
1160
Caldwell Sutter Capital
California
$521K
VAS
1161
Vestmark Advisory Solutions
Massachusetts
$518K
RC
1162
Rovin Capital
Arizona
$516K
RHDIC
1163
R.H. Dinel Investment Counsel
California
$516K
RIL
1164
Rothschild Investment LLC
Illinois
$514K
LFA
1165
LifeGuide Financial Advisors
Pennsylvania
$514K
NSAM
1166
North Star Asset Management
Wisconsin
$510K
DA
1167
Denali Advisors
California
$510K
GC
1168
Guidance Capital
Kentucky
$509K
FWM
1169
Forza Wealth Management
Florida
$508K
AOWM
1170
Alpha Omega Wealth Management
Virginia
$506K
MSFS
1171
Main Street Financial Solutions
Pennsylvania
$502K
TCM
1172
Tradewinds Capital Management
Washington
$501K
CG
1173
Corundum Group
Colorado
$498K
PCM
1174
Palisade Capital Management
New Jersey
$497K
SFG
1175
Shum Financial Group
California
$489K