UPS icon

United Parcel Service

1,931 hedge funds and large institutions have $39.4B invested in United Parcel Service in 2025 Q3 according to their latest regulatory filings, with 145 funds opening new positions, 749 increasing their positions, 842 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:

11% less repeat investments, than reductions

Existing positions increased: 749 | Existing positions reduced: 842

22% less capital invested

Capital invested by funds: $50.5B → $39.4B (-$11.1B)

48% less first-time investments, than exits

New positions opened: 145 | Existing positions closed: 278

Holders
1,931
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 +$373M
2 +$255M
3 +$119M
4
UBS Group
UBS Group
Switzerland
+$104M
5
Morgan Stanley
Morgan Stanley
New York
+$92.3M

Top Sellers

1 -$443M
2 -$366M
3 -$352M
4
Goldman Sachs
Goldman Sachs
New York
-$227M
5
BlackRock
BlackRock
New York
-$176M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1376
Summit Asset Management
Tennessee
$318K
SRA
1377
Secured Retirement Advisors
Minnesota
$317K
CAMG
1378
CWA Asset Management Group
Florida
$316K
GWM
1379
Gibbs Wealth Management
Georgia
$315K
RAG
1380
RIA Advisory Group
Iowa
$314K
DW
1381
Durante & Waters
New York
$314K
NFG
1382
Nations Financial Group
Iowa
$314K
CG
1383
Clifford Group
Massachusetts
$314K
MMCM
1384
Murphy & Mullick Capital Management
New York
$314K
LWM
1385
Lodestone Wealth Management
Washington
$313K
AA
1386
Acorns Advisers
California
$313K
CWA
1387
Centerline Wealth Advisors
Kentucky
$312K
ESBC
1388
E.S. Barr & Co
Kentucky
$310K
BFA
1389
Buttonwood Financial Advisors
Maryland
$310K
WT
1390
Washington Trust
Rhode Island
$310K
CI
1391
Conning Inc
Connecticut
$310K
SEA
1392
Stegent Equity Advisors
Texas
$308K
PFBT
1393
Parkside Financial Bank & Trust
Missouri
$308K
SWMG
1394
Sard Wealth Management Group
Georgia
$307K
VIP
1395
Vista Investment Partners
Oklahoma
$307K
UCI
1396
Uncommon Cents Investing
Wisconsin
$306K
CIS
1397
Capital International Sarl
California
$306K
PFWA
1398
Paces Ferry Wealth Advisors
Georgia
$305K
NA
1399
Nordwand Advisors
Pennsylvania
$304K
SAS
1400
Spurstone Advisory Services
Connecticut
$304K