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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
TF
1501
Trek Financial
Arizona
$240K
EWM
1502
EPG Wealth Management
Georgia
$239K
VCP
1503
Verus Capital Partners
Arizona
$238K
RF
1504
rebel Financial
Ohio
$238K
PFA
1505
Pathway Financial Advisors
Vermont
$238K
CFA
1506
Cahill Financial Advisors
Minnesota
$237K
KCFA
1507
Key Client Fiduciary Advisors
New Jersey
$237K
CPA
1508
Capital Performance Advisors
California
$236K
MK
1509
MASTERINVEST Kapitalanlage
$234K
CCC
1510
Compass Capital Corp
Massachusetts
$233K
NHT
1511
New Hampshire Trust
New Hampshire
$232K
PIM
1512
Plato Investment Management
Australia
$232K
MCC
1513
Money Concepts Capital
Florida
$231K
SVWAG
1514
Sound View Wealth Advisors Group
Georgia
$230K
RWP
1515
Ridgecrest Wealth Partners
California
$230K
DAC
1516
Dividend Assets Capital
South Carolina
$230K
1W
1517
1776 Wealth
Georgia
$230K
AB
1518
Atlas Brown
Kentucky
$230K
CIA
1519
Choate Investment Advisors
Massachusetts
$229K
PWM
1520
Palumbo Wealth Management
New York
$229K
HWA
1521
Heartwood Wealth Advisors
Virginia
$229K
CRC
1522
Curi RMB Capital
Illinois
$228K
LAM
1523
LECAP Asset Management
United Kingdom
$227K
AC
1524
Armistice Capital
New York
$227K
FAFN
1525
First Affirmative Financial Network
Colorado
$226K