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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
PFA
1501
Pathway Financial Advisors
Vermont
$238K
CFA
1502
Cahill Financial Advisors
Minnesota
$237K
KCFA
1503
Key Client Fiduciary Advisors
New Jersey
$237K
CPA
1504
Capital Performance Advisors
California
$236K
MK
1505
MASTERINVEST Kapitalanlage
$234K
CCC
1506
Compass Capital Corp
Massachusetts
$233K
NHT
1507
New Hampshire Trust
New Hampshire
$232K
PIM
1508
Plato Investment Management
Australia
$232K
MCC
1509
Money Concepts Capital
Florida
$231K
SVWAG
1510
Sound View Wealth Advisors Group
Georgia
$230K
RWP
1511
Ridgecrest Wealth Partners
California
$230K
DAC
1512
Dividend Assets Capital
South Carolina
$230K
1W
1513
1776 Wealth
Georgia
$230K
AB
1514
Atlas Brown
Kentucky
$230K
CIA
1515
Choate Investment Advisors
Massachusetts
$229K
PWM
1516
Palumbo Wealth Management
New York
$229K
HWA
1517
Heartwood Wealth Advisors
Virginia
$229K
CRC
1518
Curi RMB Capital
Illinois
$228K
LAM
1519
LECAP Asset Management
United Kingdom
$227K
AC
1520
Armistice Capital
New York
$227K
FAFN
1521
First Affirmative Financial Network
Colorado
$226K
WAM
1522
Weatherly Asset Management
California
$226K
PA
1523
PFG Advisors
Arizona
$226K
SMC
1524
Smith, Moore & Co
Missouri
$226K
SNWA
1525
Siligmueller & Norvid Wealth Advisors
Illinois
$225K