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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
ClearBridge Investments
1476
ClearBridge Investments
New York
$250K
FVWA
1477
Foster Victor Wealth Advisors
South Carolina
$248K
GCM
1478
Generation Capital Management
New York
$248K
WCG
1479
Weaver Consulting Group
California
$247K
HBT
1480
Heartland Bank & Trust
Illinois
$247K
TCM
1481
Traynor Capital Management
Pennsylvania
$247K
AW
1482
Apricus Wealth
South Carolina
$247K
DT
1483
Diversified Trust
Tennessee
$246K
CVM
1484
Cheviot Value Management
California
$246K
LIA
1485
LS Investment Advisors
Michigan
$246K
FPB
1486
First PREMIER Bank
South Dakota
$245K
AWM
1487
Aegis Wealth Management
Maryland
$245K
SP
1488
Successful Portfolios
Florida
$244K
JC
1489
JBGlobal.com
New York
$244K
CWA
1490
Choice Wealth Advisors
Maine
$244K
HCA
1491
Harbour Capital Advisors
Virginia
$243K
ERIC
1492
Eagle Rock Investment Company
Georgia
$243K
FTUS
1493
Flow Traders U.S.
New York
$242K
RA
1494
Ransom Advisory
Rhode Island
$241K
RWA
1495
Rooted Wealth Advisors
Illinois
$241K
IFS
1496
Ifrah Financial Services
Arkansas
$241K
MW
1497
Marks Wealth
Maryland
$240K
WWC
1498
Waypoint Wealth Counsel
Georgia
$240K
VW
1499
Vance Wealth
California
$240K
LIM
1500
Leavell Investment Management
Alabama
$240K