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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
FFG
1201
Fortress Financial Group
Minnesota
$459K
NCM
1202
Narwhal Capital Management
Georgia
$457K
SRL
1203
Scientech Research LLC
New Jersey
$457K
Bessemer Group
1204
Bessemer Group
New Jersey
$457K
FMWA
1205
Forvis Mazars Wealth Advisors
Missouri
$456K
BSB
1206
Bangor Savings Bank
Maine
$455K
PWP
1207
Principle Wealth Partners
Connecticut
$455K
WKSWA
1208
White Knight Strategic Wealth Advisors
New Jersey
$454K
DWM
1209
Diversify Wealth Management
Utah
$453K
FA
1210
Fortis Advisors
Pennsylvania
$453K
SN
1211
Sittner & Nelson
Oregon
$452K
LFA
1212
Legacy Financial Advisors
Kentucky
$451K
DWM
1213
Darwin Wealth Management
Florida
$449K
Kayne Anderson Rudnick Investment Management
1214
Kayne Anderson Rudnick Investment Management
California
$447K
DWS
1215
Discipline Wealth Solutions
South Carolina
$447K
HPC
1216
HM Payson & Co
Maine
$447K
CWM
1217
Collaborative Wealth Management
Florida
$446K
SWM
1218
Spire Wealth Management
Virginia
$445K
DMBA
1219
Deseret Mutual Benefit Administrators
Utah
$445K
ANTB
1220
AMG National Trust Bank
Colorado
$445K
MMG
1221
Monetary Management Group
Missouri
$443K
SA
1222
Sylvest Advisors
Texas
$443K
CTI
1223
Community Trust & Investment
Kentucky
$441K
BC
1224
Brio Consultants
California
$441K
CA
1225
Calton & Associates
Florida
$440K