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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
1WA
1426
180 Wealth Advisors
Washington
$283K
LA
1427
LexAurum Advisors
Kansas
$283K
BCG
1428
Breakwater Capital Group
New Jersey
$283K
USGIU
1429
U.S. Global Investors (USGI)
Texas
$282K
FCH
1430
Freestone Capital Holdings
Washington
$280K
WANY
1431
Wealthspire Advisors (New York)
New York
$280K
LW
1432
Lauer Wealth
Indiana
$278K
SIC
1433
Sterling Investment Counsel
New York
$277K
TCA
1434
Transcend Capital Advisors
New Jersey
$275K
MF
1435
Montis Financial
Massachusetts
$275K
RC
1436
Rexford Capital
Texas
$275K
CBT
1437
Central Bank & Trust
Kentucky
$272K
MA
1438
MKT Advisors
California
$272K
MAV
1439
Mason & Associates (Virginia)
Virginia
$272K
DWT
1440
Dorsey & Whitney Trust
South Dakota
$271K
WA1
1441
Wimmer Associates 1
California
$270K
SB
1442
Simmons Bank
Arkansas
$270K
AGA
1443
Accuvest Global Advisors
Utah
$268K
SRC
1444
Shufro Rose & Co
New York
$268K
GM
1445
GeoWealth Management
Illinois
$268K
OWA
1446
One Wealth Advisors
California
$268K
FFBTD
1447
First Financial Bank - Trust Division
Ohio
$267K
FA
1448
Faithward Advisors
Pennsylvania
$267K
AA
1449
Alta Advisers
United Kingdom
$267K
JWM
1450
Jeppson Wealth Management
California
$267K