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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
TNBTD
1451
Trustmark National Bank Trust Department
Mississippi
$262K
FTC
1452
Farmers Trust Company
Ohio
$262K
NAS
1453
Nicolet Advisory Services
Wisconsin
$262K
NIM
1454
Northeast Investment Management
Massachusetts
$261K
RF
1455
Roxbury Financial
New Jersey
$260K
EC
1456
Eaton-Cambridge
Arizona
$259K
SAM
1457
S.A. Mason
Michigan
$258K
MNBTD
1458
Moody National Bank Trust Division
Texas
$258K
CBT
1459
CoreFirst Bank & Trust
Kansas
$258K
IHL
1460
Investment House LLC
California
$256K
AIA
1461
AssuredPartners Investment Advisors
Florida
$256K
DAM
1462
Diamant Asset Management
Connecticut
$256K
BW
1463
BIP Wealth
Georgia
$255K
LA
1464
LVW Advisors
New York
$255K
MFG
1465
MidWestOne Financial Group
Iowa
$254K
AG
1466
AmeriFlex Group
Nevada
$254K
CFA
1467
Capstone Financial Advisors
Illinois
$254K
WC
1468
Wynn Capital
Georgia
$254K
MAFA
1469
MJT & Associates Financial Advisory
Minnesota
$254K
EW
1470
Evoke Wealth
California
$253K
CFG
1471
Chapman Financial Group
Hawaii
$252K
SMH
1472
Sanders Morris Harris
Texas
$252K
BSTWA
1473
Blake Schutter Theil Wealth Advisors
Ohio
$251K
CG
1474
Curat Global
New Hampshire
$251K
LCM
1475
Liberty Capital Management
Michigan
$251K