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United Parcel Service

1,942 hedge funds and large institutions have $39.4B invested in United Parcel Service in 2025 Q3 according to their latest regulatory filings, with 147 funds opening new positions, 754 increasing their positions, 846 reducing their positions, and 281 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more funds holding in top 10

Funds holding in top 10: 3133 (+2)

7% more call options, than puts

Call options by funds: $2.25B | Put options by funds: $2.11B

3.93% less ownership

Funds ownership: 68.01%64.08% (-3.9%)

8% less funds holding

Funds holding: 2,1131,942 (-171)

11% less repeat investments, than reductions

Existing positions increased: 754 | Existing positions reduced: 846

22% less capital invested

Capital invested by funds: $50.5B → $39.4B (-$11.1B)

48% less first-time investments, than exits

New positions opened: 147 | Existing positions closed: 281

Holders
1,942
Holders Change
-171
Holders Change %
-8.09%
% of All Funds
25.49%
Holding in Top 10
33
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.45%
% of All Funds
0.43%
New
147
Increased
754
Reduced
846
Closed
281
Calls
$2.25B
Puts
$2.11B
Net Calls
+$139M
Net Calls Change
-$47.7M
Name Holding Trade Value Shares
Change
Change in
Stake
RFN
1276
RDA Financial Network
Iowa
$396K +$13.1K +145 +3%
TCM
1277
Triumph Capital Management
Colorado
$396K +$429K +4,738 New
FBT
1278
First Bank & Trust
South Dakota
$395K +$97.5K +1,077 +30%
ISL
1279
Ingalls & Snyder LLC
New York
$394K -$9.06K -100 -2%
HAFS
1280
Hapanowicz & Associates Financial Services
Pennsylvania
$394K -$22.6K -249 -5%
DIP
1281
Davis Investment Partners
North Carolina
$394K +$423K +4,666 New
PCM
1282
Parsons Capital Management
Rhode Island
$393K -$22K -243 -5%
AG
1283
AlTi Global
New York
$393K +$239K +2,641 +128%
WF
1284
Womack Financial
Texas
$393K +$32.8K +362 +8%
NWM
1285
Northcape Wealth Management
New York
$392K +$4.62K +51 +1%
ILI
1286
Invesco LLC (Illinois)
Illinois
$391K
MFGM
1287
Marshall Financial Group (Maryland)
Maryland
$391K +$423K +4,675 New
GWM
1288
Greenwich Wealth Management
Connecticut
$389K +$24.6K +272 +6%
BMWS
1289
Brady Martz Wealth Solutions
North Dakota
$388K -$1.81K -20 -0.4%
A
1290
AlphaQuest
New York
$388K -$433K -4,779 -51%
AWM
1291
Atticus Wealth Management
Florida
$387K +$282K +3,115 +206%
FAM
1292
Formidable Asset Management
Ohio
$386K -$266K -2,939 -43%
Los Angeles Capital Management
1293
Los Angeles Capital Management
California
$385K +$96K +1,060 +30%
Balyasny Asset Management
1294
Balyasny Asset Management
Illinois
$385K -$108M -1,194,566 -100%
PAG
1295
Powers Advisory Group
Illinois
$384K -$3.35K -37 -0.8%
KA
1296
Kercheville Advisors
Texas
$384K +$117K +1,295 +39%
CCM
1297
Cohen Capital Management
California
$383K
BMWM
1298
Brown Miller Wealth Management
Virginia
$380K +$1.09K +12 +0.3%
SFS
1299
Solitude Financial Services
Virginia
$376K
MPWT
1300
MassMutual Private Wealth & Trust
Connecticut
$376K -$2.17M -23,945 -84%

UPS Hedge Fund Activity: Q3 2025 in Review

1,942 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in United Parcel Service (UPS) for Q3 2025, worth a combined $39.4B — down 22% from $50.5B a quarter earlier.

Sellers outnumbered buyers: 281 funds closed out of UPS and 147 opened new positions — a net loss of 134 holders — while 846 trimmed existing stakes and 754 added.

The largest buyer was Fidelity Investments, adding an estimated $373M. The largest seller was JP Morgan Chase, cutting an estimated $443M.

  • 1,942 institutional investors held United Parcel Service (UPS) as of Q3 2025, down from 2,113 in Q2 2025.
  • Funds reported $39.4B of United Parcel Service stock for Q3 2025, down 22% quarter-over-quarter.
  • 147 funds opened new United Parcel Service positions in Q3 2025 and 281 closed out, a net change of -134 holders.
  • The largest United Parcel Service buyer in Q3 2025 was Fidelity Investments, an estimated $373M added.
  • The largest United Parcel Service seller in Q3 2025 was JP Morgan Chase, an estimated $443M sold.

Based on aggregated 13F filings for Q3 2025.