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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
CWM
1301
Calamos Wealth Management
Illinois
$370K
ZIC
1302
ZWJ Investment Counsel
Georgia
$368K
1SB
1303
1ST Source Bank
Indiana
$368K
MIA
1304
MeadowBrook Investment Advisors
Michigan
$367K
HCM
1305
Hutner Capital Management
Vermont
$367K
MGWM
1306
Marks Group Wealth Management
Minnesota
$366K
CHC
1307
City Holding Co
West Virginia
$365K
BWA
1308
BlueSky Wealth Advisors
North Carolina
$364K
WAG
1309
Winthrop Advisory Group
Massachusetts
$364K
FI
1310
FIDELIS iM
Oregon
$364K
NSB
1311
Norway Savings Bank
Maine
$359K
MBTD
1312
Mechanics Bank - Trust Department
California
$358K
GP
1313
Greenline Partners
New York
$356K
OFC
1314
Oakland Financial Corp
$355K
ACIM
1315
Azimuth Capital Investment Management
Michigan
$355K
SW
1316
SkyOak Wealth
Michigan
$355K
JWWM
1317
Johnson & White Wealth Management
Pennsylvania
$354K
PCA
1318
Prosperity Capital Advisors
Ohio
$354K
LRPA
1319
L. Roy Papp & Associates
Arizona
$353K
BCP
1320
Blue Chip Partners
Michigan
$351K
SC
1321
SouthState Corp
Florida
$351K
FFA
1322
Founders Financial Alliance
North Carolina
$350K
CFS
1323
Coordinated Financial Services
Colorado
$349K
6F
1324
626 Financial
Michigan
$349K
CSB
1325
City State Bank
Iowa
$348K