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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
TCM
1176
Tradewinds Capital Management
Washington
$501K
CG
1177
Corundum Group
Colorado
$498K
PCM
1178
Palisade Capital Management
New Jersey
$497K
SFG
1179
Shum Financial Group
California
$489K
SIMG
1180
Sonora Investment Management Group
Arizona
$489K
SAM
1181
Smartleaf Asset Management
Massachusetts
$488K
LCWP
1182
Legacy Capital Wealth Partners
Arkansas
$487K
CFC
1183
Coyle Financial Counsel
Illinois
$481K
NS
1184
NBC Securities
Alabama
$481K
AG
1185
AIA Group
Hong Kong
$480K
MDA
1186
Minot DeBlois Advisors
Massachusetts
$478K
LC
1187
Lincoln Capital
Nebraska
$476K
RIA
1188
Richwood Investment Advisors
Ohio
$473K
RAS
1189
RPS Advisory Solutions
Kentucky
$470K
CI Investments Inc
1190
CI Investments Inc
Ontario, Canada
$470K
WTC
1191
WhitTier Trust Company
Nevada
$468K
IAG
1192
Ipsen Advisor Group
Arkansas
$466K
GFA
1193
Gallagher Fiduciary Advisors
Illinois
$465K
KCM
1194
Kanawha Capital Management
Virginia
$465K
MFA
1195
Mayflower Financial Advisors
Massachusetts
$463K
SWM
1196
SeaCrest Wealth Management
New York
$463K
FFS
1197
Forge Financial Services
Oklahoma
$462K
KFA
1198
Krane Funds Advisors
New York
$462K
AIC
1199
Archer Investment Corporation
Indiana
$462K
MSA
1200
Marino Stram & Associates
Massachusetts
$460K