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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
FFWA
1401
FRG Family Wealth Advisors
Washington
$293K
Financial Engines Advisors
1402
Financial Engines Advisors
California
$293K
FLI
1403
Family Legacy Inc
South Carolina
$293K
LAM
1404
L2 Asset Management
Massachusetts
$292K
LWP
1405
LMG Wealth Partners
Louisiana
$292K
SIS
1406
Strategic Investment Solutions
Illinois
$290K
RBI
1407
Raiffeisen Bank International
Austria
$290K
LAM
1408
Lewis Asset Management
California
$289K
LSA
1409
Lansing Street Advisors
Pennsylvania
$289K
RIA
1410
Realta Investment Advisors
Delaware
$287K
LWCFA
1411
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$287K
FCP
1412
Fidelis Capital Partners
Florida
$287K
WBCM
1413
Wilson & Boucher Capital Management
California
$287K
ADL
1414
Asset Dedication LLC
California
$286K
WP
1415
WealthShield Partners
North Carolina
$286K
CNFG
1416
Creegan & Nassoura Financial Group
New Hampshire
$285K
CAL
1417
Capital Analysts LLC
Pennsylvania
$284K
1WA
1418
180 Wealth Advisors
Washington
$283K
LA
1419
LexAurum Advisors
Kansas
$283K
BCG
1420
Breakwater Capital Group
New Jersey
$283K
USGIU
1421
U.S. Global Investors (USGI)
Texas
$282K
FCH
1422
Freestone Capital Holdings
Washington
$280K
WANY
1423
Wealthspire Advisors (New York)
New York
$280K
LW
1424
Lauer Wealth
Indiana
$278K
SIC
1425
Sterling Investment Counsel
New York
$277K