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United Parcel Service

1,907 hedge funds and large institutions have $39.3B invested in United Parcel Service in 2025 Q3 according to their latest regulatory filings, with 146 funds opening new positions, 736 increasing their positions, 835 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: 736 | Existing positions reduced: 835

22% less capital invested

Capital invested by funds: $50.3B → $39.3B (-$11B)

47% less first-time investments, than exits

New positions opened: 146 | Existing positions closed: 278

Holders
1,907
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
CBT
1426
Central Bank & Trust
Kentucky
$272K
MA
1427
MKT Advisors
California
$272K
MAV
1428
Mason & Associates (Virginia)
Virginia
$272K
DWT
1429
Dorsey & Whitney Trust
South Dakota
$271K
WA1
1430
Wimmer Associates 1
California
$270K
SB
1431
Simmons Bank
Arkansas
$270K
AGA
1432
Accuvest Global Advisors
Utah
$268K
SRC
1433
Shufro Rose & Co
New York
$268K
GM
1434
GeoWealth Management
Illinois
$268K
OWA
1435
One Wealth Advisors
California
$268K
FFBTD
1436
First Financial Bank - Trust Division
Ohio
$267K
FA
1437
Faithward Advisors
Pennsylvania
$267K
AA
1438
Alta Advisers
United Kingdom
$267K
JWM
1439
Jeppson Wealth Management
California
$267K
SL
1440
Sentinus LLC
Illinois
$267K
PIMG
1441
Patriot Investment Management Group
Tennessee
$266K
SEP
1442
Southland Equity Partners
Missouri
$265K
PK
1443
Pflug Koory
Nebraska
$265K
MQWP
1444
Morey & Quinn Wealth Partners
Nebraska
$265K
HNWAG
1445
High Net Worth Advisory Group
Florida
$264K
WCM
1446
WealthTrak Capital Management
Virginia
$263K
OCBCO
1447
Oversea-Chinese Banking Corp (OCBC)
Singapore
$263K
TNBTD
1448
Trustmark National Bank Trust Department
Mississippi
$262K
FTC
1449
Farmers Trust Company
Ohio
$262K
NAS
1450
Nicolet Advisory Services
Wisconsin
$262K