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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
FPB
1501
First PREMIER Bank
South Dakota
$245K +$24.7K +273 +10%
AWMM
1502
Aegis Wealth Management (Maryland)
Maryland
$245K +$12.9K +142 +5%
SP
1503
Successful Portfolios
Florida
$244K +$3.26K +36 +1%
JC
1504
JBGlobal.com
New York
$244K -$120K -1,324 -31%
CWA
1505
Choice Wealth Advisors
Maine
$244K +$3.53K +39 +1%
HCA
1506
Harbour Capital Advisors
Virginia
$243K -$16.4K -181 -6%
ERIC
1507
Eagle Rock Investment Company
Georgia
$243K -$179K -1,971 -40%
FTUS
1508
Flow Traders U.S.
New York
$242K +$262K +2,893 New
VCP
1509
Verus Capital Partners
Arizona
$241K +$262K +2,889 New
RA
1510
Ransom Advisory
Rhode Island
$241K +$58.9K +650 +29%
RWA
1511
Rooted Wealth Advisors
Illinois
$241K +$251K +2,773 New
IFS
1512
Ifrah Financial Services
Arkansas
$241K +$261K +2,880 New
MW
1513
Marks Wealth
Maryland
$240K -$215K -2,378 -45%
WWC
1514
Waypoint Wealth Counsel
Georgia
$240K +$6.16K +68 +2%
VW
1515
Vance Wealth
California
$240K -$1.45K -16 -0.6%
LIM
1516
Leavell Investment Management
Alabama
$240K -$104K -1,147 -29%
TF
1517
Trek Financial
Arizona
$240K -$9.96K -110 -4%
EWM
1518
EPG Wealth Management
Georgia
$239K +$259K +2,858 New
RF
1519
rebel Financial
Ohio
$238K -$258K -2,849 Closed
PFA
1520
Pathway Financial Advisors
Vermont
$238K +$4.08K +45 +2%
CFA
1521
Cahill Financial Advisors
Minnesota
$237K -$5.98K -66 -2%
KCFA
1522
Key Client Fiduciary Advisors
New Jersey
$237K +$257K +2,838 New
CPA
1523
Capital Performance Advisors
California
$236K +$256K +2,825 New
MK
1524
MASTERINVEST Kapitalanlage
$234K +$28.4K +313 +13%
CCC
1525
Compass Capital Corp
Massachusetts
$233K +$362 +4 +0.2%

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.