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