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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
WAM
1526
Weatherly Asset Management
California
$226K
PA
1527
PFG Advisors
Arizona
$226K
SMC
1528
Smith, Moore & Co
Missouri
$226K
SNWA
1529
Siligmueller & Norvid Wealth Advisors
Illinois
$225K
RPCONE
1530
Retirement Planning Company of New England
Rhode Island
$225K
VFM
1531
Vision Financial Markets
Connecticut
$224K
DIA
1532
Dana Investment Advisors
Wisconsin
$224K
CCA
1533
Checchi Capital Advisers
California
$224K
CFP
1534
Cascade Financial Partners
California
$222K
CBA
1535
Coastal Bridge Advisors
Connecticut
$222K
FMLI
1536
Fukoku Mutual Life Insurance
Japan
$222K
SEM
1537
Suncoast Equity Management
Florida
$222K
SFWA
1538
Summit Financial Wealth Advisors
Louisiana
$221K
SCM
1539
Sterling Capital Management
North Carolina
$221K
CCMT
1540
CMT Capital Markets Trading
Germany
$221K
CWA
1541
CogentBlue Wealth Advisors
Tennessee
$221K
HR
1542
Hardy Reed
Mississippi
$220K
FF
1543
Finley Financial
Nevada
$219K
PWPS
1544
Pinnacle Wealth Planning Services
Ohio
$219K
GWM
1545
GSB Wealth Management
Connecticut
$218K
GSWM
1546
Golden State Wealth Management
California
$218K
BWP
1547
Barlow Wealth Partners
Kentucky
$218K
RLH
1548
RD Lewis Holdings
Florida
$217K
JWM
1549
Jacksonville Wealth Management
Florida
$217K
RWM
1550
Ritholtz Wealth Management
New York
$217K