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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
DWP
1376
Destiny Wealth Partners
Florida
$321K +$348K +3,844 New
LCOV
1377
London Company of Virginia
Virginia
$321K -$280K -3,090 -45%
AAS
1378
Annex Advisory Services
Wisconsin
$321K -$57.5K -635 -14%
RS
1379
Rakuten Securities
Japan
$320K +$290K +3,205 +510%
DWM
1380
Daner Wealth Management
Georgia
$320K -$702K -7,749 -68%
LA
1381
Lifeworks Advisors
Michigan
$318K +$33.5K +370 +11%
HPM
1382
Hoxton Planning & Management
West Virginia
$318K +$43.3K +478 +14%
SAM
1383
Summit Asset Management
Tennessee
$318K -$2.26K -25 -0.7%
SRA
1384
Secured Retirement Advisors
Minnesota
$317K -$790K -8,717 -70%
CAMG
1385
CWA Asset Management Group
Florida
$316K +$114K +1,256 +50%
GWM
1386
Gibbs Wealth Management
Georgia
$315K +$11.6K +128 +4%
RAG
1387
RIA Advisory Group
Iowa
$314K -$1.84M -20,291 -84%
DW
1388
Durante & Waters
New York
$314K +$181 +2 +0.1%
NFG
1389
Nations Financial Group
Iowa
$314K -$64.2K -709 -16%
CG
1390
Clifford Group
Massachusetts
$314K +$135K +1,486 +65%
MMCM
1391
Murphy & Mullick Capital Management
New York
$314K +$209K +2,310 +171%
LWM
1392
Lodestone Wealth Management
Washington
$313K +$340K +3,750 New
AA
1393
Acorns Advisers
California
$313K +$84.2K +930 +33%
CWA
1394
Centerline Wealth Advisors
Kentucky
$312K +$181 +2 +0.1%
ESBC
1395
E.S. Barr & Co
Kentucky
$310K -$21.8K -241 -6%
BFA
1396
Buttonwood Financial Advisors
Maryland
$310K -$9.42K -104 -3%
WT
1397
Washington Trust
Rhode Island
$310K +$71K +784 +27%
CI
1398
Conning Inc
Connecticut
$310K
SEA
1399
Stegent Equity Advisors
Texas
$308K +$334K +3,692 New
PFBT
1400
Parkside Financial Bank & Trust
Missouri
$308K -$56.5K -624 -14%

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.