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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
CFG
1476
Chapman Financial Group
Hawaii
$252K
SMH
1477
Sanders Morris Harris
Texas
$252K
BSTWA
1478
Blake Schutter Theil Wealth Advisors
Ohio
$251K
CG
1479
Curat Global
New Hampshire
$251K
LCM
1480
Liberty Capital Management
Michigan
$251K
ClearBridge Investments
1481
ClearBridge Investments
New York
$250K
FVWA
1482
Foster Victor Wealth Advisors
South Carolina
$248K
GCM
1483
Generation Capital Management
New York
$248K
WCG
1484
Weaver Consulting Group
California
$247K
HBT
1485
Heartland Bank & Trust
Illinois
$247K
TCM
1486
Traynor Capital Management
Pennsylvania
$247K
AW
1487
Apricus Wealth
South Carolina
$247K
DT
1488
Diversified Trust
Tennessee
$246K
CVM
1489
Cheviot Value Management
California
$246K
LIA
1490
LS Investment Advisors
Michigan
$246K
FPB
1491
First PREMIER Bank
South Dakota
$245K
AWMM
1492
Aegis Wealth Management (Maryland)
Maryland
$245K
SP
1493
Successful Portfolios
Florida
$244K
JC
1494
JBGlobal.com
New York
$244K
CWA
1495
Choice Wealth Advisors
Maine
$244K
HCA
1496
Harbour Capital Advisors
Virginia
$243K
ERIC
1497
Eagle Rock Investment Company
Georgia
$243K
FTUS
1498
Flow Traders U.S.
New York
$242K
RA
1499
Ransom Advisory
Rhode Island
$241K
RWA
1500
Rooted Wealth Advisors
Illinois
$241K