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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
TCA
1426
Transcend Capital Advisors
New Jersey
$275K
MF
1427
Montis Financial
Massachusetts
$275K
RC
1428
Rexford Capital
Texas
$275K
CBT
1429
Central Bank & Trust
Kentucky
$272K
MA
1430
MKT Advisors
California
$272K
MAV
1431
Mason & Associates (Virginia)
Virginia
$272K
DWT
1432
Dorsey & Whitney Trust
South Dakota
$271K
WA1
1433
Wimmer Associates 1
California
$270K
SB
1434
Simmons Bank
Arkansas
$270K
AGA
1435
Accuvest Global Advisors
Utah
$268K
SRC
1436
Shufro Rose & Co
New York
$268K
GM
1437
GeoWealth Management
Illinois
$268K
OWA
1438
One Wealth Advisors
California
$268K
FFBTD
1439
First Financial Bank - Trust Division
Ohio
$267K
FA
1440
Faithward Advisors
Pennsylvania
$267K
AA
1441
Alta Advisers
United Kingdom
$267K
JWM
1442
Jeppson Wealth Management
California
$267K
SL
1443
Sentinus LLC
Illinois
$267K
PIMG
1444
Patriot Investment Management Group
Tennessee
$266K
SEP
1445
Southland Equity Partners
Missouri
$265K
PK
1446
Pflug Koory
Nebraska
$265K
MQWP
1447
Morey & Quinn Wealth Partners
Nebraska
$265K
HNWAG
1448
High Net Worth Advisory Group
Florida
$264K
WCM
1449
WealthTrak Capital Management
Virginia
$263K
OCBCO
1450
Oversea-Chinese Banking Corp (OCBC)
Singapore
$263K