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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
LWCFA
1426
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$287K -$36.2K -400 -11%
FCP
1427
Fidelis Capital Partners
Florida
$287K +$82.2K +908 +36%
WBCM
1428
Wilson & Boucher Capital Management
California
$287K -$18.1K -200 -6%
ADL
1429
Asset Dedication LLC
California
$286K +$82.3K +909 +36%
WP
1430
WealthShield Partners
North Carolina
$286K -$14.3K -158 -4%
CNFG
1431
Creegan & Nassoura Financial Group
New Hampshire
$285K +$272 +3 +0.1%
CAL
1432
Capital Analysts LLC
Pennsylvania
$284K -$76.2K -841 -20%
1WA
1433
180 Wealth Advisors
Washington
$283K +$72.8K +804 +31%
LA
1434
LexAurum Advisors
Kansas
$283K -$36.2K -400 -11%
BCG
1435
Breakwater Capital Group
New Jersey
$283K -$23.7K -262 -7%
USGIU
1436
U.S. Global Investors (USGI)
Texas
$282K +$81.2K +897 +36%
FCH
1437
Freestone Capital Holdings
Washington
$280K +$90.5K +999 +42%
WANY
1438
Wealthspire Advisors (New York)
New York
$280K -$76.2K -841 -20%
LW
1439
Lauer Wealth
Indiana
$278K +$9.87K +109 +3%
SIC
1440
Sterling Investment Counsel
New York
$277K -$34.5K -381 -10%
TCA
1441
Transcend Capital Advisors
New Jersey
$275K -$61.7K -681 -17%
MF
1442
Montis Financial
Massachusetts
$275K
RC
1443
Rexford Capital
Texas
$275K -$1.27K -14 -0.4%
CBT
1444
Central Bank & Trust
Kentucky
$272K -$121K -1,332 -29%
MA
1445
MKT Advisors
California
$272K -$634 -7 -0.2%
MAV
1446
Mason & Associates (Virginia)
Virginia
$272K
DWT
1447
Dorsey & Whitney Trust
South Dakota
$271K -$1.78M -19,683 -86%
WA1
1448
Wimmer Associates 1
California
$270K -$149K -1,644 -34%
SB
1449
Simmons Bank
Arkansas
$270K +$21.2K +234 +8%
AGA
1450
Accuvest Global Advisors
Utah
$268K +$54.6K +603 +23%

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.