UPS icon

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
PWP
1201
Principle Wealth Partners
Connecticut
$455K
WKSWA
1202
White Knight Strategic Wealth Advisors
New Jersey
$454K
DWM
1203
Diversify Wealth Management
Utah
$453K
FA
1204
Fortis Advisors
Pennsylvania
$453K
SN
1205
Sittner & Nelson
Oregon
$452K
LFA
1206
Legacy Financial Advisors
Kentucky
$451K
DWM
1207
Darwin Wealth Management
Florida
$449K
Kayne Anderson Rudnick Investment Management
1208
Kayne Anderson Rudnick Investment Management
California
$447K
DWS
1209
Discipline Wealth Solutions
South Carolina
$447K
HPC
1210
HM Payson & Co
Maine
$447K
CWM
1211
Collaborative Wealth Management
Florida
$446K
SWM
1212
Spire Wealth Management
Virginia
$445K
DMBA
1213
Deseret Mutual Benefit Administrators
Utah
$445K
ANTB
1214
AMG National Trust Bank
Colorado
$445K
MMG
1215
Monetary Management Group
Missouri
$443K
SA
1216
Sylvest Advisors
Texas
$443K
CTI
1217
Community Trust & Investment
Kentucky
$441K
BC
1218
Brio Consultants
California
$441K
CA
1219
Calton & Associates
Florida
$440K
JHC
1220
J. Hagan Capital
Kentucky
$440K
SIP
1221
Stoneridge Investment Partners
Pennsylvania
$439K
PTC
1222
Private Trust Company
Ohio
$439K
FFN
1223
Focus Financial Network
Minnesota
$438K
GAM
1224
Groupama Asset Management
France
$438K
MWA
1225
Midland Wealth Advisors
Illinois
$435K