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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
LA
1251
Legacy Advisors
Pennsylvania
$414K
ONB
1252
Old National Bancorp
Indiana
$414K
HA
1253
Herold Advisors
New York
$414K
LS
1254
Livforsakringsbolaget Skandia
Sweden
$412K
PWAM
1255
Private Wealth Asset Management
Iowa
$410K
PF
1256
Phoenix Financial
Israel
$407K
PMSA
1257
Patrick M. Sweeney & Associates
Illinois
$406K
SFGP
1258
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$406K
WC
1259
Whitney & Co
New York
$406K
SC
1260
Syon Capital
California
$404K
CBTWT
1261
Community Bank & Trust (Waco, Texas)
Texas
$404K
VA
1262
Valmark Advisers
Ohio
$403K
LNWWM
1263
Laird Norton Wetherby Wealth Management
California
$403K
CFS
1264
CRA Financial Services
New Jersey
$402K
CTC
1265
Cetera Trust Company
Minnesota
$401K
RWM
1266
Revisor Wealth Management
Ohio
$400K
MC
1267
Miramar Capital
Illinois
$400K
B
1268
Bailard
California
$397K
VCM
1269
Virtue Capital Management
Tennessee
$397K
RFN
1270
RDA Financial Network
Iowa
$396K
TCM
1271
Triumph Capital Management
Colorado
$396K
FBT
1272
First Bank & Trust
South Dakota
$395K
ISL
1273
Ingalls & Snyder LLC
New York
$394K
HAFS
1274
Hapanowicz & Associates Financial Services
Pennsylvania
$394K
DIP
1275
Davis Investment Partners
North Carolina
$394K