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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
NWWA
1401
New Wave Wealth Advisors
Arkansas
$302K
SSWM
1402
Smith Salley Wealth Management
North Carolina
$300K
FMTC
1403
Farmers & Merchants Trust Company
California
$300K
FB
1404
Finward Bancorp
Indiana
$298K
MWC
1405
MBM Wealth Consultants
Missouri
$298K
JC
1406
Jacobs & Co
California
$297K
HFS
1407
Howard Financial Services
Texas
$297K
PWMG
1408
Pinnacle Wealth Management Group
Michigan
$294K
FFWA
1409
FRG Family Wealth Advisors
Washington
$293K
Financial Engines Advisors
1410
Financial Engines Advisors
California
$293K
FLI
1411
Family Legacy Inc
South Carolina
$293K
LAM
1412
L2 Asset Management
Massachusetts
$292K
LWP
1413
LMG Wealth Partners
Louisiana
$292K
SIS
1414
Strategic Investment Solutions
Illinois
$290K
RBI
1415
Raiffeisen Bank International
Austria
$290K
LAM
1416
Lewis Asset Management
California
$289K
LSA
1417
Lansing Street Advisors
Pennsylvania
$289K
RIA
1418
Realta Investment Advisors
Delaware
$287K
LWCFA
1419
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$287K
FCP
1420
Fidelis Capital Partners
Florida
$287K
WBCM
1421
Wilson & Boucher Capital Management
California
$287K
ADL
1422
Asset Dedication LLC
California
$286K
WP
1423
WealthShield Partners
North Carolina
$286K
CNFG
1424
Creegan & Nassoura Financial Group
New Hampshire
$285K
CAL
1425
Capital Analysts LLC
Pennsylvania
$284K