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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
RBC
1326
Roble Belko & Company
Pennsylvania
$348K
PCS
1327
Personal CFO Solutions
New Jersey
$348K
NCM
1328
NCM Capital Management
New Jersey
$345K
SFG
1329
Seamount Financial Group
Colorado
$345K
SI
1330
Sava Infond
Slovenia
$344K
BMCM
1331
Burns Matteson Capital Management
New York
$344K
MAG
1332
MRA Advisory Group
New Jersey
$344K
SA
1333
Strategic Advisors
New York
$342K
JWA
1334
JFS Wealth Advisors
Pennsylvania
$341K
SWM
1335
Shakespeare Wealth Management
Wisconsin
$341K
PCM
1336
Penserra Capital Management
California
$340K
V
1337
VeraBank
Texas
$340K
CA
1338
Claro Advisors
Massachusetts
$339K
SW
1339
Simplicity Wealth
New Jersey
$338K
VCM
1340
Versant Capital Management
Arizona
$338K
ET
1341
Equitable Trust
Tennessee
$336K
CAI
1342
Capital Advisors Inc
Oklahoma
$335K
NG
1343
Northstar Group
New York
$333K
MIA
1344
MainStreet Investment Advisors
Illinois
$333K
MM
1345
MQS Management
New York
$332K
KIG
1346
Kennedy Investment Group
New Jersey
$332K
FT
1347
Fiduciary Trust
Massachusetts
$331K
SAM
1348
Seelaus Asset Management
New Jersey
$331K
ACM
1349
Allred Capital Management
Texas
$331K
WAG
1350
Wallace Advisory Group
California
$330K