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United Parcel Service

1,927 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, 747 increasing their positions, 841 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: 747 | Existing positions reduced: 841

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
1,927
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
HA
1251
Herold Advisors
New York
$414K
LS
1252
Livforsakringsbolaget Skandia
Sweden
$412K
PWAM
1253
Private Wealth Asset Management
Iowa
$410K
PF
1254
Phoenix Financial
Israel
$407K
PMSA
1255
Patrick M. Sweeney & Associates
Illinois
$406K
SFGP
1256
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$406K
WC
1257
Whitney & Co
New York
$406K
SC
1258
Syon Capital
California
$404K
CBTWT
1259
Community Bank & Trust (Waco, Texas)
Texas
$404K
VA
1260
Valmark Advisers
Ohio
$403K
LNWWM
1261
Laird Norton Wetherby Wealth Management
California
$403K
CFS
1262
CRA Financial Services
New Jersey
$402K
CTC
1263
Cetera Trust Company
Minnesota
$401K
RWM
1264
Revisor Wealth Management
Ohio
$400K
MC
1265
Miramar Capital
Illinois
$400K
B
1266
Bailard
California
$397K
VCM
1267
Virtue Capital Management
Tennessee
$397K
RFN
1268
RDA Financial Network
Iowa
$396K
TCM
1269
Triumph Capital Management
Colorado
$396K
FBT
1270
First Bank & Trust
South Dakota
$395K
ISL
1271
Ingalls & Snyder LLC
New York
$394K
HAFS
1272
Hapanowicz & Associates Financial Services
Pennsylvania
$394K
DIP
1273
Davis Investment Partners
North Carolina
$394K
PCM
1274
Parsons Capital Management
Rhode Island
$393K
AG
1275
AlTi Global
New York
$393K