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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
FMWA
1201
Forvis Mazars Wealth Advisors
Missouri
$456K
BSB
1202
Bangor Savings Bank
Maine
$455K
PWP
1203
Principle Wealth Partners
Connecticut
$455K
WKSWA
1204
White Knight Strategic Wealth Advisors
New Jersey
$454K
DWM
1205
Diversify Wealth Management
Utah
$453K
FA
1206
Fortis Advisors
Pennsylvania
$453K
SN
1207
Sittner & Nelson
Oregon
$452K
LFA
1208
Legacy Financial Advisors
Kentucky
$451K
DWM
1209
Darwin Wealth Management
Florida
$449K
Kayne Anderson Rudnick Investment Management
1210
Kayne Anderson Rudnick Investment Management
California
$447K
DWS
1211
Discipline Wealth Solutions
South Carolina
$447K
HPC
1212
HM Payson & Co
Maine
$447K
CWM
1213
Collaborative Wealth Management
Florida
$446K
SWM
1214
Spire Wealth Management
Virginia
$445K
DMBA
1215
Deseret Mutual Benefit Administrators
Utah
$445K
ANTB
1216
AMG National Trust Bank
Colorado
$445K
MMG
1217
Monetary Management Group
Missouri
$443K
SA
1218
Sylvest Advisors
Texas
$443K
CTI
1219
Community Trust & Investment
Kentucky
$441K
BC
1220
Brio Consultants
California
$441K
CA
1221
Calton & Associates
Florida
$440K
JHC
1222
J. Hagan Capital
Kentucky
$440K
SIP
1223
Stoneridge Investment Partners
Pennsylvania
$439K
PTC
1224
Private Trust Company
Ohio
$439K
FFN
1225
Focus Financial Network
Minnesota
$438K