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United Parcel Service

1,931 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, 749 increasing their positions, 842 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: 749 | Existing positions reduced: 842

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
1,931
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
WC
1476
Wynn Capital
Georgia
$254K
MAFA
1477
MJT & Associates Financial Advisory
Minnesota
$254K
EW
1478
Evoke Wealth
California
$253K
CFG
1479
Chapman Financial Group
Hawaii
$252K
SMH
1480
Sanders Morris Harris
Texas
$252K
BSTWA
1481
Blake Schutter Theil Wealth Advisors
Ohio
$251K
CG
1482
Curat Global
New Hampshire
$251K
LCM
1483
Liberty Capital Management
Michigan
$251K
ClearBridge Investments
1484
ClearBridge Investments
New York
$250K
FVWA
1485
Foster Victor Wealth Advisors
South Carolina
$248K
GCM
1486
Generation Capital Management
New York
$248K
WCG
1487
Weaver Consulting Group
California
$247K
HBT
1488
Heartland Bank & Trust
Illinois
$247K
TCM
1489
Traynor Capital Management
Pennsylvania
$247K
AW
1490
Apricus Wealth
South Carolina
$247K
DT
1491
Diversified Trust
Tennessee
$246K
CVM
1492
Cheviot Value Management
California
$246K
LIA
1493
LS Investment Advisors
Michigan
$246K
FPB
1494
First PREMIER Bank
South Dakota
$245K
AWMM
1495
Aegis Wealth Management (Maryland)
Maryland
$245K
SP
1496
Successful Portfolios
Florida
$244K
JC
1497
JBGlobal.com
New York
$244K
CWA
1498
Choice Wealth Advisors
Maine
$244K
HCA
1499
Harbour Capital Advisors
Virginia
$243K
ERIC
1500
Eagle Rock Investment Company
Georgia
$243K