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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
JHC
1226
J. Hagan Capital
Kentucky
$440K
SIP
1227
Stoneridge Investment Partners
Pennsylvania
$439K
PTC
1228
Private Trust Company
Ohio
$439K
FFN
1229
Focus Financial Network
Minnesota
$438K
GAM
1230
Groupama Asset Management
France
$438K
MWA
1231
Midland Wealth Advisors
Illinois
$435K
GT
1232
Greenleaf Trust
Michigan
$433K
DI
1233
Diligent Investors
California
$432K
CTC
1234
Central Trust Company
Missouri
$432K
WAS
1235
Wealth Advisory Solutions
Indiana
$431K
SQA
1236
Simon Quick Advisors
New Jersey
$431K
PWMAG
1237
Pinnacle Wealth Management Advisory Group
New Jersey
$430K
HCM
1238
Howland Capital Management
Massachusetts
$429K
AWAU
1239
Alliance Wealth Advisors (Utah)
Utah
$426K
AAM
1240
AR Asset Management
California
$426K
EAM
1241
Erste Asset Management
Austria
$426K
QWM
1242
Quadcap Wealth Management
Texas
$425K
ECA
1243
Elevated Capital Advisors
Utah
$424K
WAAG
1244
Wealth Alliance Advisory Group
Kansas
$423K
RMAM
1245
Raab & Moskowitz Asset Management
New Jersey
$422K
AGP
1246
Autumn Glory Partners
Texas
$418K
PAM
1247
Panagora Asset Management
Massachusetts
$417K
CC
1248
Chicago Capital
Illinois
$416K
LA
1249
Legacy Advisors
Pennsylvania
$414K
ONB
1250
Old National Bancorp
Indiana
$414K