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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
SRC
1451
Shufro Rose & Co
New York
$268K
GM
1452
GeoWealth Management
Illinois
$268K +$30K +331 +12%
OWA
1453
One Wealth Advisors
California
$268K +$290K +3,206 New
FFBTD
1454
First Financial Bank - Trust Division
Ohio
$267K -$48.7K -538 -14%
FA
1455
Faithward Advisors
Pennsylvania
$267K -$16.2K -179 -5%
AA
1456
Alta Advisers
United Kingdom
$267K -$54.3K -600 -16%
JWM
1457
Jeppson Wealth Management
California
$267K +$29K +320 +11%
SL
1458
Sentinus LLC
Illinois
$267K -$362 -4 -0.1%
PIMG
1459
Patriot Investment Management Group
Tennessee
$266K -$58.6K -647 -17%
SEP
1460
Southland Equity Partners
Missouri
$265K +$22.5K +248 +8%
PK
1461
Pflug Koory
Nebraska
$265K +$9.06K +100 +3%
MQWP
1462
Morey & Quinn Wealth Partners
Nebraska
$265K -$8.97K -99 -3%
HNWAG
1463
High Net Worth Advisory Group
Florida
$264K -$54.5K -602 -16%
WCM
1464
WealthTrak Capital Management
Virginia
$263K +$20.1K +222 +8%
OCBCO
1465
Oversea-Chinese Banking Corp (OCBC)
Singapore
$263K +$285K +3,145 New
TNBTD
1466
Trustmark National Bank Trust Department
Mississippi
$262K -$269K -2,965 -49%
FTC
1467
Farmers Trust Company
Ohio
$262K -$6.34K -70 -2%
NAS
1468
Nicolet Advisory Services
Wisconsin
$262K +$3.44K +38 +1%
NIM
1469
Northeast Investment Management
Massachusetts
$261K -$63.4K -700 -18%
RF
1470
Roxbury Financial
New Jersey
$260K -$111K -1,225 -28%
EC
1471
Eaton-Cambridge
Arizona
$259K -$10.3K -114 -4%
SAM
1472
S.A. Mason
Michigan
$258K -$34K -375 -11%
MNBTD
1473
Moody National Bank Trust Division
Texas
$258K -$93.2K -1,029 -25%
CBT
1474
CoreFirst Bank & Trust
Kansas
$258K -$13.1K -145 -4%
IHL
1475
Investment House LLC
California
$256K -$222K -2,446 -44%

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.