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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
SIMG
1176
Sonora Investment Management Group
Arizona
$489K
SAM
1177
Smartleaf Asset Management
Massachusetts
$488K
LCWP
1178
Legacy Capital Wealth Partners
Arkansas
$487K
CFC
1179
Coyle Financial Counsel
Illinois
$481K
NS
1180
NBC Securities
Alabama
$481K
AG
1181
AIA Group
Hong Kong
$480K
MDA
1182
Minot DeBlois Advisors
Massachusetts
$478K
LC
1183
Lincoln Capital
Nebraska
$476K
RIA
1184
Richwood Investment Advisors
Ohio
$473K
RAS
1185
RPS Advisory Solutions
Kentucky
$470K
CI Investments Inc
1186
CI Investments Inc
Ontario, Canada
$470K
WTC
1187
WhitTier Trust Company
Nevada
$468K
IAG
1188
Ipsen Advisor Group
Arkansas
$466K
GFA
1189
Gallagher Fiduciary Advisors
Illinois
$465K
KCM
1190
Kanawha Capital Management
Virginia
$465K
MFA
1191
Mayflower Financial Advisors
Massachusetts
$463K
SWM
1192
SeaCrest Wealth Management
New York
$463K
FFS
1193
Forge Financial Services
Oklahoma
$462K
KFA
1194
Krane Funds Advisors
New York
$462K
AIC
1195
Archer Investment Corporation
Indiana
$462K
MSA
1196
Marino Stram & Associates
Massachusetts
$460K
FFG
1197
Fortress Financial Group
Minnesota
$459K
NCM
1198
Narwhal Capital Management
Georgia
$457K
SRL
1199
Scientech Research LLC
New Jersey
$457K
Bessemer Group
1200
Bessemer Group
New Jersey
$457K