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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
GT
1226
Greenleaf Trust
Michigan
$433K
DI
1227
Diligent Investors
California
$432K
CTC
1228
Central Trust Company
Missouri
$432K
WAS
1229
Wealth Advisory Solutions
Indiana
$431K
SQA
1230
Simon Quick Advisors
New Jersey
$431K
PWMAG
1231
Pinnacle Wealth Management Advisory Group
New Jersey
$430K
HCM
1232
Howland Capital Management
Massachusetts
$429K
AWAU
1233
Alliance Wealth Advisors (Utah)
Utah
$426K
AAM
1234
AR Asset Management
California
$426K
EAM
1235
Erste Asset Management
Austria
$426K
QWM
1236
Quadcap Wealth Management
Texas
$425K
ECA
1237
Elevated Capital Advisors
Utah
$424K
WAAG
1238
Wealth Alliance Advisory Group
Kansas
$423K
RMAM
1239
Raab & Moskowitz Asset Management
New Jersey
$422K
AGP
1240
Autumn Glory Partners
Texas
$418K
PAM
1241
Panagora Asset Management
Massachusetts
$417K
CC
1242
Chicago Capital
Illinois
$416K
LA
1243
Legacy Advisors
Pennsylvania
$414K
ONB
1244
Old National Bancorp
Indiana
$414K
HA
1245
Herold Advisors
New York
$414K
LS
1246
Livforsakringsbolaget Skandia
Sweden
$412K
PWAM
1247
Private Wealth Asset Management
Iowa
$410K
PF
1248
Phoenix Financial
Israel
$407K
PMSA
1249
Patrick M. Sweeney & Associates
Illinois
$406K
SFG
1250
Stonebridge Financial Group
Pennsylvania
$406K