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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
AIA
1476
AssuredPartners Investment Advisors
Florida
$256K +$278K +3,070 New
DAM
1477
Diamant Asset Management
Connecticut
$256K
BW
1478
BIP Wealth
Georgia
$255K +$24.3K +268 +10%
LA
1479
LVW Advisors
New York
$255K -$139K -1,531 -33%
MFG
1480
MidWestOne Financial Group
Iowa
$254K -$1.72K -19 -0.6%
AG
1481
AmeriFlex Group
Nevada
$254K +$220K +2,431 +397%
CFA
1482
Capstone Financial Advisors
Illinois
$254K +$275K +3,037 New
WC
1483
Wynn Capital
Georgia
$254K +$24.2K +267 +10%
MAFA
1484
MJT & Associates Financial Advisory
Minnesota
$254K +$1.18K +13 +0.4%
EW
1485
Evoke Wealth
California
$253K -$240K -2,648 -47%
CFG
1486
Chapman Financial Group
Hawaii
$252K -$160K -1,769 -37%
SMH
1487
Sanders Morris Harris
Texas
$252K +$274K +3,020 New
BSTWA
1488
Blake Schutter Theil Wealth Advisors
Ohio
$251K
CG
1489
Curat Global
New Hampshire
$251K
LCM
1490
Liberty Capital Management
Michigan
$251K
ClearBridge Investments
1491
ClearBridge Investments
New York
$250K -$5.43K -60 -2%
FVWA
1492
Foster Victor Wealth Advisors
South Carolina
$248K -$42K -464 -14%
GCM
1493
Generation Capital Management
New York
$248K
WCG
1494
Weaver Consulting Group
California
$247K -$12.3K -136 -4%
HBT
1495
Heartland Bank & Trust
Illinois
$247K -$272 -3 -0.1%
TCM
1496
Traynor Capital Management
Pennsylvania
$247K -$6.88K -76 -3%
AW
1497
Apricus Wealth
South Carolina
$247K -$131K -1,451 -33%
DT
1498
Diversified Trust
Tennessee
$246K -$280K -3,086 -51%
CVM
1499
Cheviot Value Management
California
$246K +$222K +2,455 +2,455%
LIA
1500
LS Investment Advisors
Michigan
$246K -$652K -7,200 -71%

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.