UPS icon

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
WF
1276
Womack Financial
Texas
$393K
NWM
1277
Northcape Wealth Management
New York
$392K
ILI
1278
Invesco LLC (Illinois)
Illinois
$391K
MFGM
1279
Marshall Financial Group (Maryland)
Maryland
$391K
GWM
1280
Greenwich Wealth Management
Connecticut
$389K
BMWS
1281
Brady Martz Wealth Solutions
North Dakota
$388K
A
1282
AlphaQuest
New York
$388K
AWM
1283
Atticus Wealth Management
Florida
$387K
FAM
1284
Formidable Asset Management
Ohio
$386K
Los Angeles Capital Management
1285
Los Angeles Capital Management
California
$385K
Balyasny Asset Management
1286
Balyasny Asset Management
Illinois
$385K
PAG
1287
Powers Advisory Group
Illinois
$384K
KA
1288
Kercheville Advisors
Texas
$384K
CCM
1289
Cohen Capital Management
California
$383K
BMWM
1290
Brown Miller Wealth Management
Virginia
$380K
SFS
1291
Solitude Financial Services
Virginia
$376K
MPWT
1292
MassMutual Private Wealth & Trust
Connecticut
$376K
NWAG
1293
Net Worth Advisory Group
Utah
$375K
BG
1294
Bollard Group
Massachusetts
$375K
AAA
1295
American Alpha Advisors
New York
$375K
FHC
1296
First Heartland Consultants
Missouri
$374K
SWM
1297
Silverlake Wealth Management
Vermont
$373K
WFA
1298
WestHill Financial Advisors
California
$373K
CIAS
1299
CFS Investment Advisory Services
New Jersey
$372K
ACS
1300
Archford Capital Strategies
Illinois
$371K