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United Parcel Service

1,908 hedge funds and large institutions have $39.3B invested in United Parcel Service in 2025 Q3 according to their latest regulatory filings, with 146 funds opening new positions, 737 increasing their positions, 835 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: 737 | Existing positions reduced: 835

22% less capital invested

Capital invested by funds: $50.3B → $39.3B (-$11B)

47% less first-time investments, than exits

New positions opened: 146 | Existing positions closed: 278

Holders
1,908
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
AA
1376
Acorns Advisers
California
$313K
CWA
1377
Centerline Wealth Advisors
Kentucky
$312K
ESBC
1378
E.S. Barr & Co
Kentucky
$310K
BFA
1379
Buttonwood Financial Advisors
Maryland
$310K
WT
1380
Washington Trust
Rhode Island
$310K
CI
1381
Conning Inc
Connecticut
$310K
SEA
1382
Stegent Equity Advisors
Texas
$308K
PFBT
1383
Parkside Financial Bank & Trust
Missouri
$308K
SWMG
1384
Sard Wealth Management Group
Georgia
$307K
VIP
1385
Vista Investment Partners
Oklahoma
$307K
UCI
1386
Uncommon Cents Investing
Wisconsin
$306K
CIS
1387
Capital International Sarl
California
$306K
PFWA
1388
Paces Ferry Wealth Advisors
Georgia
$305K
NA
1389
Nordwand Advisors
Pennsylvania
$304K
SAS
1390
Spurstone Advisory Services
Connecticut
$304K
NWWA
1391
New Wave Wealth Advisors
Arkansas
$302K
SSWM
1392
Smith Salley Wealth Management
North Carolina
$300K
FMTC
1393
Farmers & Merchants Trust Company
California
$300K
FB
1394
Finward Bancorp
Indiana
$298K
MWC
1395
MBM Wealth Consultants
Missouri
$298K
JC
1396
Jacobs & Co
California
$297K
HFS
1397
Howard Financial Services
Texas
$297K
PWMG
1398
Pinnacle Wealth Management Group
Michigan
$294K
FFWA
1399
FRG Family Wealth Advisors
Washington
$293K
Financial Engines Advisors
1400
Financial Engines Advisors
California
$293K