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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
FFM
1351
Forum Financial Management
Illinois
$328K
PFSC
1352
Peoples Financial Services Corp
Pennsylvania
$328K
PWW
1353
Pettyjohn Wood & White
Virginia
$328K
TWP
1354
Tyche Wealth Partners
Texas
$327K
JA
1355
JLB & Associates
Michigan
$326K
AWM
1356
Adams Wealth Management
Utah
$323K
CI
1357
CacheTech Inc
Utah
$323K
PSP
1358
Pacific Sage Partners
Washington
$323K
PTP
1359
Platform Technology Partners
New York
$323K
EMAM
1360
Encompass More Asset Management
California
$322K
DWP
1361
Destiny Wealth Partners
Florida
$321K
LCOV
1362
London Company of Virginia
Virginia
$321K
AAS
1363
Annex Advisory Services
Wisconsin
$321K
RS
1364
Rakuten Securities
Japan
$320K
DWM
1365
Daner Wealth Management
Georgia
$320K
LA
1366
Lifeworks Advisors
Michigan
$318K
HPM
1367
Hoxton Planning & Management
West Virginia
$318K
SAM
1368
Summit Asset Management
Tennessee
$318K
SRA
1369
Secured Retirement Advisors
Minnesota
$317K
CAMG
1370
CWA Asset Management Group
Florida
$316K
GWM
1371
Gibbs Wealth Management
Georgia
$315K
RAG
1372
RIA Advisory Group
Iowa
$314K
DW
1373
Durante & Waters
New York
$314K
NFG
1374
Nations Financial Group
Iowa
$314K
CG
1375
Clifford Group
Massachusetts
$314K