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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
AIC
1201
Archer Investment Corporation
Indiana
$462K
MSA
1202
Marino Stram & Associates
Massachusetts
$460K
FFG
1203
Fortress Financial Group
Minnesota
$459K
NCM
1204
Narwhal Capital Management
Georgia
$457K
SRL
1205
Scientech Research LLC
New Jersey
$457K
Bessemer Group
1206
Bessemer Group
New Jersey
$457K
FMWA
1207
Forvis Mazars Wealth Advisors
Missouri
$456K
BSB
1208
Bangor Savings Bank
Maine
$455K
PWP
1209
Principle Wealth Partners
Connecticut
$455K
WKSWA
1210
White Knight Strategic Wealth Advisors
New Jersey
$454K
DWM
1211
Diversify Wealth Management
Utah
$453K
FA
1212
Fortis Advisors
Pennsylvania
$453K
SN
1213
Sittner & Nelson
Oregon
$452K
LFA
1214
Legacy Financial Advisors
Kentucky
$451K
DWM
1215
Darwin Wealth Management
Florida
$449K
Kayne Anderson Rudnick Investment Management
1216
Kayne Anderson Rudnick Investment Management
California
$447K
DWS
1217
Discipline Wealth Solutions
South Carolina
$447K
HPC
1218
HM Payson & Co
Maine
$447K
CWM
1219
Collaborative Wealth Management
Florida
$446K
SWM
1220
Spire Wealth Management
Virginia
$445K
DMBA
1221
Deseret Mutual Benefit Administrators
Utah
$445K
ANTB
1222
AMG National Trust Bank
Colorado
$445K
MMG
1223
Monetary Management Group
Missouri
$443K
SA
1224
Sylvest Advisors
Texas
$443K
CTI
1225
Community Trust & Investment
Kentucky
$441K