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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
IFS
1501
Ifrah Financial Services
Arkansas
$241K
MW
1502
Marks Wealth
Maryland
$240K
WWC
1503
Waypoint Wealth Counsel
Georgia
$240K
VW
1504
Vance Wealth
California
$240K
LIM
1505
Leavell Investment Management
Alabama
$240K
TF
1506
Trek Financial
Arizona
$240K
EWM
1507
EPG Wealth Management
Georgia
$239K
VCP
1508
Verus Capital Partners
Arizona
$238K
RF
1509
rebel Financial
Ohio
$238K
PFA
1510
Pathway Financial Advisors
Vermont
$238K
CFA
1511
Cahill Financial Advisors
Minnesota
$237K
KCFA
1512
Key Client Fiduciary Advisors
New Jersey
$237K
CPA
1513
Capital Performance Advisors
California
$236K
MK
1514
MASTERINVEST Kapitalanlage
$234K
CCC
1515
Compass Capital Corp
Massachusetts
$233K
NHT
1516
New Hampshire Trust
New Hampshire
$232K
PIM
1517
Plato Investment Management
Australia
$232K
MCC
1518
Money Concepts Capital
Florida
$231K
SVWAG
1519
Sound View Wealth Advisors Group
Georgia
$230K
RWP
1520
Ridgecrest Wealth Partners
California
$230K
DAC
1521
Dividend Assets Capital
South Carolina
$230K
1W
1522
1776 Wealth
Georgia
$230K
AB
1523
Atlas Brown
Kentucky
$230K
CIA
1524
Choate Investment Advisors
Massachusetts
$229K
PWM
1525
Palumbo Wealth Management
New York
$229K