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United Parcel Service

1,914 hedge funds and large institutions have $39.4B invested in United Parcel Service in 2025 Q3 according to their latest regulatory filings, with 146 funds opening new positions, 738 increasing their positions, 838 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: 738 | Existing positions reduced: 838

22% less capital invested

Capital invested by funds: $50.3B → $39.4B (-$11B)

47% less first-time investments, than exits

New positions opened: 146 | Existing positions closed: 278

Holders
1,914
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
BMCM
1326
Burns Matteson Capital Management
New York
$344K
MAG
1327
MRA Advisory Group
New Jersey
$344K
SA
1328
Strategic Advisors
New York
$342K
JWA
1329
JFS Wealth Advisors
Pennsylvania
$341K
SWM
1330
Shakespeare Wealth Management
Wisconsin
$341K
PCM
1331
Penserra Capital Management
California
$340K
V
1332
VeraBank
Texas
$340K
CA
1333
Claro Advisors
Massachusetts
$339K
SW
1334
Simplicity Wealth
New Jersey
$338K
VCM
1335
Versant Capital Management
Arizona
$338K
ET
1336
Equitable Trust
Tennessee
$336K
CAI
1337
Capital Advisors Inc
Oklahoma
$335K
NG
1338
Northstar Group
New York
$333K
MIA
1339
MainStreet Investment Advisors
Illinois
$333K
MM
1340
MQS Management
New York
$332K
KIG
1341
Kennedy Investment Group
New Jersey
$332K
FT
1342
Fiduciary Trust
Massachusetts
$331K
SAM
1343
Seelaus Asset Management
New Jersey
$331K
ACM
1344
Allred Capital Management
Texas
$331K
WAG
1345
Wallace Advisory Group
California
$330K
TC
1346
TwinBeech Capital
New York
$330K
KTC
1347
Kentucky Trust Company
Kentucky
$330K
CCA
1348
Cadent Capital Advisors
Oklahoma
$330K
AAB
1349
ABN AMRO Bank
Netherlands
$329K
HIP
1350
HUB Investment Partners
Texas
$328K