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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
NHT
1526
New Hampshire Trust
New Hampshire
$232K -$815 -9 -0.3%
PIM
1527
Plato Investment Management
Australia
$232K -$253K -2,793 -50%
MCC
1528
Money Concepts Capital
Florida
$231K +$60.2K +665 +32%
SVWAG
1529
Sound View Wealth Advisors Group
Georgia
$230K -$163K -1,796 -39%
RWP
1530
Ridgecrest Wealth Partners
California
$230K +$45.3K +500 +22%
DAC
1531
Dividend Assets Capital
South Carolina
$230K -$32.9K -363 -12%
1W
1532
1776 Wealth
Georgia
$230K
AB
1533
Atlas Brown
Kentucky
$230K -$52.4K -579 -17%
CIA
1534
Choate Investment Advisors
Massachusetts
$229K -$25.7K -284 -9%
PWM
1535
Palumbo Wealth Management
New York
$229K +$4.44K +49 +2%
HWA
1536
Heartwood Wealth Advisors
Virginia
$229K -$362 -4 -0.1%
CRC
1537
Curi RMB Capital
Illinois
$228K +$30.2K +333 +14%
LAM
1538
LECAP Asset Management
United Kingdom
$227K -$338K -3,733 -58%
AC
1539
Armistice Capital
New York
$227K +$246K +2,712 New
FAFN
1540
First Affirmative Financial Network
Colorado
$226K -$32.9K -363 -12%
WAM
1541
Weatherly Asset Management
California
$226K -$35.8K -395 -13%
PA
1542
PFG Advisors
Arizona
$226K +$245K +2,706 New
SMC
1543
Smith, Moore & Co
Missouri
$226K -$307K -3,384 -56%
SNWA
1544
Siligmueller & Norvid Wealth Advisors
Illinois
$225K +$243K +2,688 New
RPCONE
1545
Retirement Planning Company of New England
Rhode Island
$225K -$3.44K -38 -1%
VFM
1546
Vision Financial Markets
Connecticut
$224K -$36K -398 -13%
DIA
1547
Dana Investment Advisors
Wisconsin
$224K -$19.7K -217 -7%
CCA
1548
Checchi Capital Advisers
California
$224K -$87K -960 -26%
CFP
1549
Cascade Financial Partners
California
$222K -$43.3K -478 -15%
CBA
1550
Coastal Bridge Advisors
Connecticut
$222K -$18.9K -209 -7%

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.