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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
MMCM
1376
Murphy & Mullick Capital Management
New York
$314K
LWM
1377
Lodestone Wealth Management
Washington
$313K
AA
1378
Acorns Advisers
California
$313K
CWA
1379
Centerline Wealth Advisors
Kentucky
$312K
ESBC
1380
E.S. Barr & Co
Kentucky
$310K
BFA
1381
Buttonwood Financial Advisors
Maryland
$310K
WT
1382
Washington Trust
Rhode Island
$310K
CI
1383
Conning Inc
Connecticut
$310K
SEA
1384
Stegent Equity Advisors
Texas
$308K
PFBT
1385
Parkside Financial Bank & Trust
Missouri
$308K
SWMG
1386
Sard Wealth Management Group
Georgia
$307K
VIP
1387
Vista Investment Partners
Oklahoma
$307K
UCI
1388
Uncommon Cents Investing
Wisconsin
$306K
CIS
1389
Capital International Sarl
California
$306K
PFWA
1390
Paces Ferry Wealth Advisors
Georgia
$305K
NA
1391
Nordwand Advisors
Pennsylvania
$304K
SAS
1392
Spurstone Advisory Services
Connecticut
$304K
NWWA
1393
New Wave Wealth Advisors
Arkansas
$302K
SSWM
1394
Smith Salley Wealth Management
North Carolina
$300K
FMTC
1395
Farmers & Merchants Trust Company
California
$300K
FB
1396
Finward Bancorp
Indiana
$298K
MWC
1397
MBM Wealth Consultants
Missouri
$298K
JC
1398
Jacobs & Co
California
$297K
HFS
1399
Howard Financial Services
Texas
$297K
PWMG
1400
Pinnacle Wealth Management Group
Michigan
$294K