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United Parcel Service

1,942 hedge funds and large institutions have $39.4B invested in United Parcel Service in 2025 Q3 according to their latest regulatory filings, with 147 funds opening new positions, 754 increasing their positions, 846 reducing their positions, and 281 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more funds holding in top 10

Funds holding in top 10: 3133 (+2)

7% more call options, than puts

Call options by funds: $2.25B | Put options by funds: $2.11B

3.93% less ownership

Funds ownership: 68.01%64.08% (-3.9%)

8% less funds holding

Funds holding: 2,1131,942 (-171)

11% less repeat investments, than reductions

Existing positions increased: 754 | Existing positions reduced: 846

22% less capital invested

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

48% less first-time investments, than exits

New positions opened: 147 | Existing positions closed: 281

Holders
1,942
Holders Change
-171
Holders Change %
-8.09%
% of All Funds
25.49%
Holding in Top 10
33
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.45%
% of All Funds
0.43%
New
147
Increased
754
Reduced
846
Closed
281
Calls
$2.25B
Puts
$2.11B
Net Calls
+$139M
Net Calls Change
-$47.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SWMG
1401
Sard Wealth Management Group
Georgia
$307K -$24.8K -274 -7%
VIP
1402
Vista Investment Partners
Oklahoma
$307K
UCI
1403
Uncommon Cents Investing
Wisconsin
$306K +$80.6K +890 +32%
CIS
1404
Capital International Sarl
California
$306K
PFWA
1405
Paces Ferry Wealth Advisors
Georgia
$305K -$47.2K -521 -12%
NA
1406
Nordwand Advisors
Pennsylvania
$304K -$765K -8,450 -70%
SAS
1407
Spurstone Advisory Services
Connecticut
$304K
NWWA
1408
New Wave Wealth Advisors
Arkansas
$302K +$328K +3,621 New
SSWM
1409
Smith Salley Wealth Management
North Carolina
$300K +$8.7K +96 +3%
FMTC
1410
Farmers & Merchants Trust Company
California
$300K +$9.33K +103 +3%
FB
1411
Finward Bancorp
Indiana
$298K +$906 +10 +0.3%
MWC
1412
MBM Wealth Consultants
Missouri
$298K +$94K +1,038 +41%
JC
1413
Jacobs & Co
California
$297K -$165K -1,825 -34%
HFS
1414
Howard Financial Services
Texas
$297K +$137K +1,510 +74%
PWMG
1415
Pinnacle Wealth Management Group
Michigan
$294K -$114K -1,260 -26%
FFWA
1416
FRG Family Wealth Advisors
Washington
$293K +$22.6K +250 +8%
Financial Engines Advisors
1417
Financial Engines Advisors
California
$293K +$17.7K +195 +6%
FLI
1418
Family Legacy Inc
South Carolina
$293K -$1.81K -20 -0.6%
LAM
1419
L2 Asset Management
Massachusetts
$292K +$14.8K +163 +5%
LWP
1420
LMG Wealth Partners
Louisiana
$292K +$10.3K +114 +3%
SIS
1421
Strategic Investment Solutions
Illinois
$290K -$8.06K -89 -2%
RBI
1422
Raiffeisen Bank International
Austria
$290K -$83.7K -924 -21%
LAM
1423
Lewis Asset Management
California
$289K +$97.8K +1,080 +45%
LSA
1424
Lansing Street Advisors
Pennsylvania
$289K +$313K +3,456 New
RIA
1425
Realta Investment Advisors
Delaware
$287K +$312K +3,440 New

UPS Hedge Fund Activity: Q3 2025 in Review

1,942 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in United Parcel Service (UPS) for Q3 2025, worth a combined $39.4B — down 22% from $50.5B a quarter earlier.

Sellers outnumbered buyers: 281 funds closed out of UPS and 147 opened new positions — a net loss of 134 holders — while 846 trimmed existing stakes and 754 added.

The largest buyer was Fidelity Investments, adding an estimated $373M. The largest seller was JP Morgan Chase, cutting an estimated $443M.

  • 1,942 institutional investors held United Parcel Service (UPS) as of Q3 2025, down from 2,113 in Q2 2025.
  • Funds reported $39.4B of United Parcel Service stock for Q3 2025, down 22% quarter-over-quarter.
  • 147 funds opened new United Parcel Service positions in Q3 2025 and 281 closed out, a net change of -134 holders.
  • The largest United Parcel Service buyer in Q3 2025 was Fidelity Investments, an estimated $373M added.
  • The largest United Parcel Service seller in Q3 2025 was JP Morgan Chase, an estimated $443M sold.

Based on aggregated 13F filings for Q3 2025.