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United Parcel Service

1,942 hedge funds and large institutions have $39.4B invested in United Parcel Service in 2025 Q3 according to their latest regulatory filings, with 147 funds opening new positions, 754 increasing their positions, 846 reducing their positions, and 281 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more funds holding in top 10

Funds holding in top 10: 3133 (+2)

7% more call options, than puts

Call options by funds: $2.25B | Put options by funds: $2.11B

3.93% less ownership

Funds ownership: 68.01%64.08% (-3.9%)

8% less funds holding

Funds holding: 2,1131,942 (-171)

11% less repeat investments, than reductions

Existing positions increased: 754 | Existing positions reduced: 846

22% less capital invested

Capital invested by funds: $50.5B → $39.4B (-$11.1B)

48% less first-time investments, than exits

New positions opened: 147 | Existing positions closed: 281

Holders
1,942
Holders Change
-171
Holders Change %
-8.09%
% of All Funds
25.49%
Holding in Top 10
33
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.45%
% of All Funds
0.43%
New
147
Increased
754
Reduced
846
Closed
281
Calls
$2.25B
Puts
$2.11B
Net Calls
+$139M
Net Calls Change
-$47.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1226
Spire Wealth Management
Virginia
$445K +$3.98K +44 +0.8%
DMBA
1227
Deseret Mutual Benefit Administrators
Utah
$445K +$63.1K +697 +15%
ANTB
1228
AMG National Trust Bank
Colorado
$445K -$27.2K -300 -5%
MMG
1229
Monetary Management Group
Missouri
$443K -$484K -5,341 -50%
SA
1230
Sylvest Advisors
Texas
$443K -$28.4K -313 -6%
CTI
1231
Community Trust & Investment
Kentucky
$441K
BC
1232
Brio Consultants
California
$441K -$5.07K -56 -1%
CA
1233
Calton & Associates
Florida
$440K +$263K +2,901 +123%
JHC
1234
J. Hagan Capital
Kentucky
$440K +$110K +1,212 +30%
SIP
1235
Stoneridge Investment Partners
Pennsylvania
$439K
PTC
1236
Private Trust Company
Ohio
$439K -$91K -1,005 -16%
FFN
1237
Focus Financial Network
Minnesota
$438K +$19K +210 +4%
GAM
1238
Groupama Asset Management
France
$438K -$1.18M -13,037 -71%
MWA
1239
Midland Wealth Advisors
Illinois
$435K -$57.9K -639 -11%
GT
1240
Greenleaf Trust
Michigan
$433K -$384K -4,241 -45%
DI
1241
Diligent Investors
California
$432K -$41.6K -459 -8%
CTC
1242
Central Trust Company
Missouri
$432K -$279K -3,083 -37%
WAS
1243
Wealth Advisory Solutions
Indiana
$431K +$10.7K +118 +2%
SQA
1244
Simon Quick Advisors
New Jersey
$431K +$18.8K +208 +4%
PWMAG
1245
Pinnacle Wealth Management Advisory Group
New Jersey
$430K -$99K -1,093 -18%
HCM
1246
Howland Capital Management
Massachusetts
$429K +$19.9K +220 +4%
AWAU
1247
Alliance Wealth Advisors (Utah)
Utah
$426K +$106K +1,167 +30%
AAM
1248
AR Asset Management
California
$426K
EAM
1249
Erste Asset Management
Austria
$426K -$546K -6,026 -54%
QWM
1250
Quadcap Wealth Management
Texas
$425K +$42.6K +470 +10%

UPS Hedge Fund Activity: Q3 2025 in Review

1,942 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in United Parcel Service (UPS) for Q3 2025, worth a combined $39.4B — down 22% from $50.5B a quarter earlier.

Sellers outnumbered buyers: 281 funds closed out of UPS and 147 opened new positions — a net loss of 134 holders — while 846 trimmed existing stakes and 754 added.

The largest buyer was Fidelity Investments, adding an estimated $373M. The largest seller was JP Morgan Chase, cutting an estimated $443M.

  • 1,942 institutional investors held United Parcel Service (UPS) as of Q3 2025, down from 2,113 in Q2 2025.
  • Funds reported $39.4B of United Parcel Service stock for Q3 2025, down 22% quarter-over-quarter.
  • 147 funds opened new United Parcel Service positions in Q3 2025 and 281 closed out, a net change of -134 holders.
  • The largest United Parcel Service buyer in Q3 2025 was Fidelity Investments, an estimated $373M added.
  • The largest United Parcel Service seller in Q3 2025 was JP Morgan Chase, an estimated $443M sold.

Based on aggregated 13F filings for Q3 2025.