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United Parcel Service

1,927 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, 747 increasing their positions, 841 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: 747 | Existing positions reduced: 841

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
1,927
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
GWM
1376
Gibbs Wealth Management
Georgia
$315K
RAG
1377
RIA Advisory Group
Iowa
$314K
DW
1378
Durante & Waters
New York
$314K
NFG
1379
Nations Financial Group
Iowa
$314K
CG
1380
Clifford Group
Massachusetts
$314K
MMCM
1381
Murphy & Mullick Capital Management
New York
$314K
LWM
1382
Lodestone Wealth Management
Washington
$313K
AA
1383
Acorns Advisers
California
$313K
CWA
1384
Centerline Wealth Advisors
Kentucky
$312K
ESBC
1385
E.S. Barr & Co
Kentucky
$310K
BFA
1386
Buttonwood Financial Advisors
Maryland
$310K
WT
1387
Washington Trust
Rhode Island
$310K
CI
1388
Conning Inc
Connecticut
$310K
SEA
1389
Stegent Equity Advisors
Texas
$308K
PFBT
1390
Parkside Financial Bank & Trust
Missouri
$308K
SWMG
1391
Sard Wealth Management Group
Georgia
$307K
VIP
1392
Vista Investment Partners
Oklahoma
$307K
UCI
1393
Uncommon Cents Investing
Wisconsin
$306K
CIS
1394
Capital International Sarl
California
$306K
PFWA
1395
Paces Ferry Wealth Advisors
Georgia
$305K
NA
1396
Nordwand Advisors
Pennsylvania
$304K
SAS
1397
Spurstone Advisory Services
Connecticut
$304K
NWWA
1398
New Wave Wealth Advisors
Arkansas
$302K
SSWM
1399
Smith Salley Wealth Management
North Carolina
$300K
FMTC
1400
Farmers & Merchants Trust Company
California
$300K