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United Parcel Service

1,927 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, 747 increasing their positions, 841 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: 747 | Existing positions reduced: 841

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
1,927
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
USGIU
1426
U.S. Global Investors (USGI)
Texas
$282K
FCH
1427
Freestone Capital Holdings
Washington
$280K
WANY
1428
Wealthspire Advisors (New York)
New York
$280K
LW
1429
Lauer Wealth
Indiana
$278K
SIC
1430
Sterling Investment Counsel
New York
$277K
TCA
1431
Transcend Capital Advisors
New Jersey
$275K
MF
1432
Montis Financial
Massachusetts
$275K
RC
1433
Rexford Capital
Texas
$275K
CBT
1434
Central Bank & Trust
Kentucky
$272K
MA
1435
MKT Advisors
California
$272K
MAV
1436
Mason & Associates (Virginia)
Virginia
$272K
DWT
1437
Dorsey & Whitney Trust
South Dakota
$271K
WA1
1438
Wimmer Associates 1
California
$270K
SB
1439
Simmons Bank
Arkansas
$270K
AGA
1440
Accuvest Global Advisors
Utah
$268K
SRC
1441
Shufro Rose & Co
New York
$268K
GM
1442
GeoWealth Management
Illinois
$268K
OWA
1443
One Wealth Advisors
California
$268K
FFBTD
1444
First Financial Bank - Trust Division
Ohio
$267K
FA
1445
Faithward Advisors
Pennsylvania
$267K
AA
1446
Alta Advisers
United Kingdom
$267K
JWM
1447
Jeppson Wealth Management
California
$267K
SL
1448
Sentinus LLC
Illinois
$267K
PIMG
1449
Patriot Investment Management Group
Tennessee
$266K
SEP
1450
Southland Equity Partners
Missouri
$265K