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United Parcel Service

1,906 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, 735 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: 735 | Existing positions reduced: 835

22% less capital invested

Capital invested by funds: $50.3B → $39.3B (-$10.9B)

47% less first-time investments, than exits

New positions opened: 146 | Existing positions closed: 278

Holders
1,906
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
RF
1451
Roxbury Financial
New Jersey
$260K
EC
1452
Eaton-Cambridge
Arizona
$259K
SAM
1453
S.A. Mason
Michigan
$258K
MNBTD
1454
Moody National Bank Trust Division
Texas
$258K
CBT
1455
CoreFirst Bank & Trust
Kansas
$258K
IHL
1456
Investment House LLC
California
$256K
AIA
1457
AssuredPartners Investment Advisors
Florida
$256K
DAM
1458
Diamant Asset Management
Connecticut
$256K
BW
1459
BIP Wealth
Georgia
$255K
LA
1460
LVW Advisors
New York
$255K
MFG
1461
MidWestOne Financial Group
Iowa
$254K
AG
1462
AmeriFlex Group
Nevada
$254K
CFA
1463
Capstone Financial Advisors
Illinois
$254K
WC
1464
Wynn Capital
Georgia
$254K
MAFA
1465
MJT & Associates Financial Advisory
Minnesota
$254K
EW
1466
Evoke Wealth
California
$253K
CFG
1467
Chapman Financial Group
Hawaii
$252K
SMH
1468
Sanders Morris Harris
Texas
$252K
BSTWA
1469
Blake Schutter Theil Wealth Advisors
Ohio
$251K
CG
1470
Curat Global
New Hampshire
$251K
LCM
1471
Liberty Capital Management
Michigan
$251K
ClearBridge Investments
1472
ClearBridge Investments
New York
$250K
FVWA
1473
Foster Victor Wealth Advisors
South Carolina
$248K
GCM
1474
Generation Capital Management
New York
$248K
WCG
1475
Weaver Consulting Group
California
$247K