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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
WAG
1301
Winthrop Advisory Group
Massachusetts
$364K
FI
1302
FIDELIS iM
Oregon
$364K
NSB
1303
Norway Savings Bank
Maine
$359K
VCM
1304
Virtue Capital Management
Tennessee
$358K
MBTD
1305
Mechanics Bank - Trust Department
California
$358K
GP
1306
Greenline Partners
New York
$356K
OFC
1307
Oakland Financial Corp
$355K
ACIM
1308
Azimuth Capital Investment Management
Michigan
$355K
SW
1309
SkyOak Wealth
Michigan
$355K
JWWM
1310
Johnson & White Wealth Management
Pennsylvania
$354K
PCA
1311
Prosperity Capital Advisors
Ohio
$354K
LRPA
1312
L. Roy Papp & Associates
Arizona
$353K
BCP
1313
Blue Chip Partners
Michigan
$351K
SC
1314
SouthState Corp
Florida
$351K
FFA
1315
Founders Financial Alliance
North Carolina
$350K
CFS
1316
Coordinated Financial Services
Colorado
$349K
6F
1317
626 Financial
Michigan
$349K
CSB
1318
City State Bank
Iowa
$348K
RBC
1319
Roble Belko & Company
Pennsylvania
$348K
PCS
1320
Personal CFO Solutions
New Jersey
$348K
NCM
1321
NCM Capital Management
New Jersey
$345K
SFG
1322
Seamount Financial Group
Colorado
$345K
SI
1323
Sava Infond
Slovenia
$344K
BMCM
1324
Burns Matteson Capital Management
New York
$344K
MAG
1325
MRA Advisory Group
New Jersey
$344K