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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
BC
1226
Brio Consultants
California
$441K
CA
1227
Calton & Associates
Florida
$440K
JHC
1228
J. Hagan Capital
Kentucky
$440K
SIP
1229
Stoneridge Investment Partners
Pennsylvania
$439K
PTC
1230
Private Trust Company
Ohio
$439K
FFN
1231
Focus Financial Network
Minnesota
$438K
GAM
1232
Groupama Asset Management
France
$438K
MWA
1233
Midland Wealth Advisors
Illinois
$435K
GT
1234
Greenleaf Trust
Michigan
$433K
DI
1235
Diligent Investors
California
$432K
CTC
1236
Central Trust Company
Missouri
$432K
WAS
1237
Wealth Advisory Solutions
Indiana
$431K
SQA
1238
Simon Quick Advisors
New Jersey
$431K
PWMAG
1239
Pinnacle Wealth Management Advisory Group
New Jersey
$430K
HCM
1240
Howland Capital Management
Massachusetts
$429K
AWAU
1241
Alliance Wealth Advisors (Utah)
Utah
$426K
AAM
1242
AR Asset Management
California
$426K
EAM
1243
Erste Asset Management
Austria
$426K
QWM
1244
Quadcap Wealth Management
Texas
$425K
ECA
1245
Elevated Capital Advisors
Utah
$424K
WAAG
1246
Wealth Alliance Advisory Group
Kansas
$423K
RMAM
1247
Raab & Moskowitz Asset Management
New Jersey
$422K
AGP
1248
Autumn Glory Partners
Texas
$418K
PAM
1249
Panagora Asset Management
Massachusetts
$417K
CC
1250
Chicago Capital
Illinois
$416K