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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
LCWP
1176
Legacy Capital Wealth Partners
Arkansas
$487K
CFC
1177
Coyle Financial Counsel
Illinois
$481K
NS
1178
NBC Securities
Alabama
$481K
AG
1179
AIA Group
Hong Kong
$480K
MDA
1180
Minot DeBlois Advisors
Massachusetts
$478K
LC
1181
Lincoln Capital
Nebraska
$476K
RIA
1182
Richwood Investment Advisors
Ohio
$473K
RAS
1183
RPS Advisory Solutions
Kentucky
$470K
CI Investments Inc
1184
CI Investments Inc
Ontario, Canada
$470K
WTC
1185
WhitTier Trust Company
Nevada
$468K
IAG
1186
Ipsen Advisor Group
Arkansas
$466K
GFA
1187
Gallagher Fiduciary Advisors
Illinois
$465K
KCM
1188
Kanawha Capital Management
Virginia
$465K
MFA
1189
Mayflower Financial Advisors
Massachusetts
$463K
SWM
1190
SeaCrest Wealth Management
New York
$463K
FFS
1191
Forge Financial Services
Oklahoma
$462K
KFA
1192
Krane Funds Advisors
New York
$462K
AIC
1193
Archer Investment Corporation
Indiana
$462K
MSA
1194
Marino Stram & Associates
Massachusetts
$460K
FFG
1195
Fortress Financial Group
Minnesota
$459K
NCM
1196
Narwhal Capital Management
Georgia
$457K
SRL
1197
Scientech Research LLC
New Jersey
$457K
Bessemer Group
1198
Bessemer Group
New Jersey
$457K
FMWA
1199
Forvis Mazars Wealth Advisors
Missouri
$456K
BSB
1200
Bangor Savings Bank
Maine
$455K