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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
PK
1451
Pflug Koory
Nebraska
$265K
MQWP
1452
Morey & Quinn Wealth Partners
Nebraska
$265K
HNWAG
1453
High Net Worth Advisory Group
Florida
$264K
WCM
1454
WealthTrak Capital Management
Virginia
$263K
OCBCO
1455
Oversea-Chinese Banking Corp (OCBC)
Singapore
$263K
TNBTD
1456
Trustmark National Bank Trust Department
Mississippi
$262K
FTC
1457
Farmers Trust Company
Ohio
$262K
NAS
1458
Nicolet Advisory Services
Wisconsin
$262K
NIM
1459
Northeast Investment Management
Massachusetts
$261K
RF
1460
Roxbury Financial
New Jersey
$260K
EC
1461
Eaton-Cambridge
Arizona
$259K
SAM
1462
S.A. Mason
Michigan
$258K
MNBTD
1463
Moody National Bank Trust Division
Texas
$258K
CBT
1464
CoreFirst Bank & Trust
Kansas
$258K
IHL
1465
Investment House LLC
California
$256K
AIA
1466
AssuredPartners Investment Advisors
Florida
$256K
DAM
1467
Diamant Asset Management
Connecticut
$256K
BW
1468
BIP Wealth
Georgia
$255K
LA
1469
LVW Advisors
New York
$255K
MFG
1470
MidWestOne Financial Group
Iowa
$254K
AG
1471
AmeriFlex Group
Nevada
$254K
CFA
1472
Capstone Financial Advisors
Illinois
$254K
WC
1473
Wynn Capital
Georgia
$254K
MAFA
1474
MJT & Associates Financial Advisory
Minnesota
$254K
EW
1475
Evoke Wealth
California
$253K