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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
GAM
1226
Groupama Asset Management
France
$438K
MWA
1227
Midland Wealth Advisors
Illinois
$435K
GT
1228
Greenleaf Trust
Michigan
$433K
DI
1229
Diligent Investors
California
$432K
CTC
1230
Central Trust Company
Missouri
$432K
WAS
1231
Wealth Advisory Solutions
Indiana
$431K
SQA
1232
Simon Quick Advisors
New Jersey
$431K
PWMAG
1233
Pinnacle Wealth Management Advisory Group
New Jersey
$430K
HCM
1234
Howland Capital Management
Massachusetts
$429K
AWAU
1235
Alliance Wealth Advisors (Utah)
Utah
$426K
AAM
1236
AR Asset Management
California
$426K
EAM
1237
Erste Asset Management
Austria
$426K
QWM
1238
Quadcap Wealth Management
Texas
$425K
ECA
1239
Elevated Capital Advisors
Utah
$424K
WAAG
1240
Wealth Alliance Advisory Group
Kansas
$423K
RMAM
1241
Raab & Moskowitz Asset Management
New Jersey
$422K
AGP
1242
Autumn Glory Partners
Texas
$418K
PAM
1243
Panagora Asset Management
Massachusetts
$417K
CC
1244
Chicago Capital
Illinois
$416K
LA
1245
Legacy Advisors
Pennsylvania
$414K
ONB
1246
Old National Bancorp
Indiana
$414K
HA
1247
Herold Advisors
New York
$414K
LS
1248
Livforsakringsbolaget Skandia
Sweden
$412K
PWAM
1249
Private Wealth Asset Management
Iowa
$410K
PF
1250
Phoenix Financial
Israel
$407K