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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
CAI
1351
Capital Advisors Inc
Oklahoma
$335K -$6.52K -72 -2%
NG
1352
Northstar Group
New York
$333K -$41.8K -462 -10%
MIA
1353
MainStreet Investment Advisors
Illinois
$333K -$2.19M -24,220 -86%
MM
1354
MQS Management
New York
$332K +$360K +3,973 New
KIG
1355
Kennedy Investment Group
New Jersey
$332K +$19.9K +220 +6%
FT
1356
Fiduciary Trust
Massachusetts
$331K +$20.2K +223 +6%
SAM
1357
Seelaus Asset Management
New Jersey
$331K +$359K +3,966 New
FNT
1358
First Nebraska Trust
Nebraska
$331K -$1.63K -18 -0.5%
ACM
1359
Allred Capital Management
Texas
$331K -$16.4K -181 -4%
WAG
1360
Wallace Advisory Group
California
$330K -$121K -1,340 -29%
TC
1361
TwinBeech Capital
New York
$330K -$45.8M -505,511 -99%
KTC
1362
Kentucky Trust Company
Kentucky
$330K +$34.4K +380 +11%
CCA
1363
Cadent Capital Advisors
Oklahoma
$330K +$358K +3,951 New
AAB
1364
ABN AMRO Bank
Netherlands
$329K +$355K +3,915 New
HIP
1365
HUB Investment Partners
Texas
$328K -$169K -1,871 -32%
FFM
1366
Forum Financial Management
Illinois
$328K -$120K -1,323 -25%
PFSC
1367
Peoples Financial Services Corp
Pennsylvania
$328K -$1.27K -14 -0.4%
PWW
1368
Pettyjohn Wood & White
Virginia
$328K +$27.5K +304 +8%
TWP
1369
Tyche Wealth Partners
Texas
$327K -$5.98K -66 -2%
JA
1370
JLB & Associates
Michigan
$326K -$389K -4,290 -52%
AWM
1371
Adams Wealth Management
Utah
$323K +$996 +11 +0.3%
CI
1372
CacheTech Inc
Utah
$323K +$996 +11 +0.3%
PSP
1373
Pacific Sage Partners
Washington
$323K +$133K +1,467 +61%
PTP
1374
Platform Technology Partners
New York
$323K +$114K +1,260 +48%
EMAM
1375
Encompass More Asset Management
California
$322K -$543 -6 -0.2%

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.