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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
FB
1401
Finward Bancorp
Indiana
$298K
MWC
1402
MBM Wealth Consultants
Missouri
$298K
JC
1403
Jacobs & Co
California
$297K
HFS
1404
Howard Financial Services
Texas
$297K
PWMG
1405
Pinnacle Wealth Management Group
Michigan
$294K
FFWA
1406
FRG Family Wealth Advisors
Washington
$293K
Financial Engines Advisors
1407
Financial Engines Advisors
California
$293K
FLI
1408
Family Legacy Inc
South Carolina
$293K
LAM
1409
L2 Asset Management
Massachusetts
$292K
LWP
1410
LMG Wealth Partners
Louisiana
$292K
SIS
1411
Strategic Investment Solutions
Illinois
$290K
RBI
1412
Raiffeisen Bank International
Austria
$290K
LAM
1413
Lewis Asset Management
California
$289K
LSA
1414
Lansing Street Advisors
Pennsylvania
$289K
RIA
1415
Realta Investment Advisors
Delaware
$287K
LWCFA
1416
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$287K
FCP
1417
Fidelis Capital Partners
Florida
$287K
WBCM
1418
Wilson & Boucher Capital Management
California
$287K
ADL
1419
Asset Dedication LLC
California
$286K
WP
1420
WealthShield Partners
North Carolina
$286K
CNFG
1421
Creegan & Nassoura Financial Group
New Hampshire
$285K
CAL
1422
Capital Analysts LLC
Pennsylvania
$284K
1WA
1423
180 Wealth Advisors
Washington
$283K
LA
1424
LexAurum Advisors
Kansas
$283K
BCG
1425
Breakwater Capital Group
New Jersey
$283K