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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
FAM
1276
Formidable Asset Management
Ohio
$386K
Los Angeles Capital Management
1277
Los Angeles Capital Management
California
$385K
Balyasny Asset Management
1278
Balyasny Asset Management
Illinois
$385K
PAG
1279
Powers Advisory Group
Illinois
$384K
KA
1280
Kercheville Advisors
Texas
$384K
CCM
1281
Cohen Capital Management
California
$383K
BMWM
1282
Brown Miller Wealth Management
Virginia
$380K
SFS
1283
Solitude Financial Services
Virginia
$376K
MPWT
1284
MassMutual Private Wealth & Trust
Connecticut
$376K
NWAG
1285
Net Worth Advisory Group
Utah
$375K
BG
1286
Bollard Group
Massachusetts
$375K
AAA
1287
American Alpha Advisors
New York
$375K
FHC
1288
First Heartland Consultants
Missouri
$374K
SWM
1289
Silverlake Wealth Management
Vermont
$373K
WFA
1290
WestHill Financial Advisors
California
$373K
CIAS
1291
CFS Investment Advisory Services
New Jersey
$372K
ACS
1292
Archford Capital Strategies
Illinois
$371K
CWM
1293
Calamos Wealth Management
Illinois
$370K
ZIC
1294
ZWJ Investment Counsel
Georgia
$368K
1SB
1295
1ST Source Bank
Indiana
$368K
MIA
1296
MeadowBrook Investment Advisors
Michigan
$367K
HCM
1297
Hutner Capital Management
Vermont
$367K
MGWM
1298
Marks Group Wealth Management
Minnesota
$366K
CHC
1299
City Holding Co
West Virginia
$365K
BWA
1300
BlueSky Wealth Advisors
North Carolina
$364K