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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
SA
1326
Strategic Advisors
New York
$342K
JWA
1327
JFS Wealth Advisors
Pennsylvania
$341K
SWM
1328
Shakespeare Wealth Management
Wisconsin
$341K
PCM
1329
Penserra Capital Management
California
$340K
V
1330
VeraBank
Texas
$340K
CA
1331
Claro Advisors
Massachusetts
$339K
SW
1332
Simplicity Wealth
New Jersey
$338K
VCM
1333
Versant Capital Management
Arizona
$338K
ET
1334
Equitable Trust
Tennessee
$336K
CAI
1335
Capital Advisors Inc
Oklahoma
$335K
NG
1336
Northstar Group
New York
$333K
MIA
1337
MainStreet Investment Advisors
Illinois
$333K
MM
1338
MQS Management
New York
$332K
KIG
1339
Kennedy Investment Group
New Jersey
$332K
FT
1340
Fiduciary Trust
Massachusetts
$331K
SAM
1341
Seelaus Asset Management
New Jersey
$331K
ACM
1342
Allred Capital Management
Texas
$331K
WAG
1343
Wallace Advisory Group
California
$330K
TC
1344
TwinBeech Capital
New York
$330K
KTC
1345
Kentucky Trust Company
Kentucky
$330K
CCA
1346
Cadent Capital Advisors
Oklahoma
$330K
AAB
1347
ABN AMRO Bank
Netherlands
$329K
HIP
1348
HUB Investment Partners
Texas
$328K
FFM
1349
Forum Financial Management
Illinois
$328K
PFSC
1350
Peoples Financial Services Corp
Pennsylvania
$328K