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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
AOWM
1176
Alpha Omega Wealth Management
Virginia
$506K
MSFS
1177
Main Street Financial Solutions
Pennsylvania
$502K
TCM
1178
Tradewinds Capital Management
Washington
$501K
CG
1179
Corundum Group
Colorado
$498K
PCM
1180
Palisade Capital Management
New Jersey
$497K
SFG
1181
Shum Financial Group
California
$489K
SIMG
1182
Sonora Investment Management Group
Arizona
$489K
SAM
1183
Smartleaf Asset Management
Massachusetts
$488K
LCWP
1184
Legacy Capital Wealth Partners
Arkansas
$487K
CFC
1185
Coyle Financial Counsel
Illinois
$481K
NS
1186
NBC Securities
Alabama
$481K
AG
1187
AIA Group
Hong Kong
$480K
MDA
1188
Minot DeBlois Advisors
Massachusetts
$478K
LC
1189
Lincoln Capital
Nebraska
$476K
RIA
1190
Richwood Investment Advisors
Ohio
$473K
RAS
1191
RPS Advisory Solutions
Kentucky
$470K
CI Investments Inc
1192
CI Investments Inc
Ontario, Canada
$470K
WTC
1193
WhitTier Trust Company
Nevada
$468K
IAG
1194
Ipsen Advisor Group
Arkansas
$466K
GFA
1195
Gallagher Fiduciary Advisors
Illinois
$465K
KCM
1196
Kanawha Capital Management
Virginia
$465K
MFA
1197
Mayflower Financial Advisors
Massachusetts
$463K
SWM
1198
SeaCrest Wealth Management
New York
$463K
FFS
1199
Forge Financial Services
Oklahoma
$462K
KFA
1200
Krane Funds Advisors
New York
$462K