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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
PCA
1326
Prosperity Capital Advisors
Ohio
$354K +$59.1K +653 +18%
LRPA
1327
L. Roy Papp & Associates
Arizona
$353K -$255K -2,813 -40%
BCP
1328
Blue Chip Partners
Michigan
$351K -$64.2K -709 -14%
SC
1329
SouthState Corp
Florida
$351K -$167K -1,839 -30%
FFA
1330
Founders Financial Alliance
North Carolina
$350K +$156K +1,722 +70%
CFS
1331
Coordinated Financial Services
Colorado
$349K +$90.2K +996 +31%
6F
1332
626 Financial
Michigan
$349K +$174K +1,919 +85%
CSB
1333
City State Bank
Iowa
$348K -$40K -442 -10%
RBC
1334
Roble Belko & Company
Pennsylvania
$348K +$1.36K +15 +0.4%
PCS
1335
Personal CFO Solutions
New Jersey
$348K +$187K +2,064 +98%
NCM
1336
NCM Capital Management
New Jersey
$345K -$3.71K -41 -1%
SFG
1337
Seamount Financial Group
Colorado
$345K +$13.6K +150 +4%
SI
1338
Sava Infond
Slovenia
$344K
BMCM
1339
Burns Matteson Capital Management
New York
$344K +$373K +4,119 New
MAG
1340
MRA Advisory Group
New Jersey
$344K +$66.9K +739 +22%
SA
1341
Strategic Advisors
New York
$342K -$23.5K -260 -6%
JWA
1342
JFS Wealth Advisors
Pennsylvania
$341K +$7.97K +88 +2%
SWM
1343
Shakespeare Wealth Management
Wisconsin
$341K -$2.26K -25 -0.6%
PCM
1344
Penserra Capital Management
California
$340K +$4.44K +49 +1%
V
1345
VeraBank
Texas
$340K -$75.3K -831 -17%
CF
1346
Claris Financial
Virginia
$339K -$5.53K -61 -1%
CA
1347
Claro Advisors
Massachusetts
$339K +$18.4K +203 +5%
SW
1348
Simplicity Wealth
New Jersey
$338K -$589K -6,506 -62%
VCM
1349
Versant Capital Management
Arizona
$338K +$34.4K +380 +10%
ET
1350
Equitable Trust
Tennessee
$336K +$64.3K +710 +21%

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.