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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
NWAG
1301
Net Worth Advisory Group
Utah
$375K -$11.1K -122 -3%
BG
1302
Bollard Group
Massachusetts
$375K +$7.7K +85 +2%
AAA
1303
American Alpha Advisors
New York
$375K +$32.7K +361 +9%
FHC
1304
First Heartland Consultants
Missouri
$374K +$251K +2,769 +130%
SWM
1305
Silverlake Wealth Management
Vermont
$373K +$36.5K +403 +10%
WFA
1306
WestHill Financial Advisors
California
$373K +$272 +3 +0.1%
CIAS
1307
CFS Investment Advisory Services
New Jersey
$372K +$9.78K +108 +3%
ACS
1308
Archford Capital Strategies
Illinois
$371K -$10.5K -116 -3%
CWM
1309
Calamos Wealth Management
Illinois
$370K +$401K +4,432 New
ZIC
1310
ZWJ Investment Counsel
Georgia
$368K +$25K +276 +7%
1SB
1311
1ST Source Bank
Indiana
$368K -$151K -1,663 -27%
MIA
1312
MeadowBrook Investment Advisors
Michigan
$367K +$25.4K +280 +7%
HCM
1313
Hutner Capital Management
Vermont
$367K -$1.36K -15 -0.3%
MGWM
1314
Marks Group Wealth Management
Minnesota
$366K -$1.02M -11,242 -72%
CHC
1315
City Holding Co
West Virginia
$365K -$143K -1,574 -26%
BWA
1316
BlueSky Wealth Advisors
North Carolina
$364K +$395K +4,363 New
WAG
1317
Winthrop Advisory Group
Massachusetts
$364K +$4.98K +55 +1%
FI
1318
FIDELIS iM
Oregon
$364K +$181K +2,000 New
NSB
1319
Norway Savings Bank
Maine
$359K -$238K -2,632 -38%
MBTD
1320
Mechanics Bank - Trust Department
California
$358K -$297K -3,280 -43%
GP
1321
Greenline Partners
New York
$356K -$390K -4,311 -50%
OFC
1322
Oakland Financial Corp
$355K +$181K +2,000 +89%
ACIM
1323
Azimuth Capital Investment Management
Michigan
$355K -$159K -1,750 -29%
SW
1324
SkyOak Wealth
Michigan
$355K -$1.73M -19,155 -82%
JWWM
1325
Johnson & White Wealth Management
Pennsylvania
$354K +$172K +1,900 +81%

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.