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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
WC
1251
Whitney & Co
New York
$406K
SC
1252
Syon Capital
California
$404K
CBTWT
1253
Community Bank & Trust (Waco, Texas)
Texas
$404K
VA
1254
Valmark Advisers
Ohio
$403K
LNWWM
1255
Laird Norton Wetherby Wealth Management
California
$403K
CFS
1256
CRA Financial Services
New Jersey
$402K
CTC
1257
Cetera Trust Company
Minnesota
$401K
RWM
1258
Revisor Wealth Management
Ohio
$400K
MC
1259
Miramar Capital
Illinois
$400K
B
1260
Bailard
California
$397K
RFN
1261
RDA Financial Network
Iowa
$396K
TCM
1262
Triumph Capital Management
Colorado
$396K
FBT
1263
First Bank & Trust
South Dakota
$395K
ISL
1264
Ingalls & Snyder LLC
New York
$394K
HAFS
1265
Hapanowicz & Associates Financial Services
Pennsylvania
$394K
DIP
1266
Davis Investment Partners
North Carolina
$394K
PCM
1267
Parsons Capital Management
Rhode Island
$393K
AG
1268
AlTi Global
New York
$393K
NWM
1269
Northcape Wealth Management
New York
$392K
ILI
1270
Invesco LLC (Illinois)
Illinois
$391K
MFGM
1271
Marshall Financial Group (Maryland)
Maryland
$391K
GWM
1272
Greenwich Wealth Management
Connecticut
$389K
BMWS
1273
Brady Martz Wealth Solutions
North Dakota
$388K
A
1274
AlphaQuest
New York
$388K
AWM
1275
Atticus Wealth Management
Florida
$387K