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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
HBT
1476
Heartland Bank & Trust
Illinois
$247K
TCM
1477
Traynor Capital Management
Pennsylvania
$247K
AW
1478
Apricus Wealth
South Carolina
$247K
DT
1479
Diversified Trust
Tennessee
$246K
CVM
1480
Cheviot Value Management
California
$246K
LIA
1481
LS Investment Advisors
Michigan
$246K
FPB
1482
First PREMIER Bank
South Dakota
$245K
AWM
1483
Aegis Wealth Management
Maryland
$245K
SP
1484
Successful Portfolios
Florida
$244K
JC
1485
JBGlobal.com
New York
$244K
CWA
1486
Choice Wealth Advisors
Maine
$244K
HCA
1487
Harbour Capital Advisors
Virginia
$243K
ERIC
1488
Eagle Rock Investment Company
Georgia
$243K
FTUS
1489
Flow Traders U.S.
New York
$242K
RA
1490
Ransom Advisory
Rhode Island
$241K
RWA
1491
Rooted Wealth Advisors
Illinois
$241K
IFS
1492
Ifrah Financial Services
Arkansas
$241K
MW
1493
Marks Wealth
Maryland
$240K
WWC
1494
Waypoint Wealth Counsel
Georgia
$240K
VW
1495
Vance Wealth
California
$240K
LIM
1496
Leavell Investment Management
Alabama
$240K
TF
1497
Trek Financial
Arizona
$240K
EWM
1498
EPG Wealth Management
Georgia
$239K
VCP
1499
Verus Capital Partners
Arizona
$238K
RF
1500
rebel Financial
Ohio
$238K