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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
HWA
1526
Heartwood Wealth Advisors
Virginia
$229K
CRC
1527
Curi RMB Capital
Illinois
$228K
LAM
1528
LECAP Asset Management
United Kingdom
$227K
AC
1529
Armistice Capital
New York
$227K
FAFN
1530
First Affirmative Financial Network
Colorado
$226K
WAM
1531
Weatherly Asset Management
California
$226K
PA
1532
PFG Advisors
Arizona
$226K
SMC
1533
Smith, Moore & Co
Missouri
$226K
SNWA
1534
Siligmueller & Norvid Wealth Advisors
Illinois
$225K
RPCONE
1535
Retirement Planning Company of New England
Rhode Island
$225K
VFM
1536
Vision Financial Markets
Connecticut
$224K
DIA
1537
Dana Investment Advisors
Wisconsin
$224K
CCA
1538
Checchi Capital Advisers
California
$224K
CFP
1539
Cascade Financial Partners
California
$222K
CBA
1540
Coastal Bridge Advisors
Connecticut
$222K
FMLI
1541
Fukoku Mutual Life Insurance
Japan
$222K
SEM
1542
Suncoast Equity Management
Florida
$222K
SFWA
1543
Summit Financial Wealth Advisors
Louisiana
$221K
SCM
1544
Sterling Capital Management
North Carolina
$221K
CCMT
1545
CMT Capital Markets Trading
Germany
$221K
CWA
1546
CogentBlue Wealth Advisors
Tennessee
$221K
HR
1547
Hardy Reed
Mississippi
$220K
FF
1548
Finley Financial
Nevada
$219K
PWPS
1549
Pinnacle Wealth Planning Services
Ohio
$219K
GWM
1550
GSB Wealth Management
Connecticut
$218K