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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
FMLI
1551
Fukoku Mutual Life Insurance
Japan
$222K
SEM
1552
Suncoast Equity Management
Florida
$222K
SFWA
1553
Summit Financial Wealth Advisors
Louisiana
$221K -$5.45M -60,185 -96%
SCM
1554
Sterling Capital Management
North Carolina
$221K -$3.17K -35 -1%
CCMT
1555
CMT Capital Markets Trading
Germany
$221K +$240K +2,648 New
CWA
1556
CogentBlue Wealth Advisors
Tennessee
$221K -$1.81K -20 -0.8%
HR
1557
Hardy Reed
Mississippi
$220K -$19.7K -217 -8%
FF
1558
Finley Financial
Nevada
$219K
PWPS
1559
Pinnacle Wealth Planning Services
Ohio
$219K -$25.8K -285 -10%
GWM
1560
GSB Wealth Management
Connecticut
$218K -$143K -1,584 -38%
GSWM
1561
Golden State Wealth Management
California
$218K +$114K +1,262 +93%
BWP
1562
Barlow Wealth Partners
Kentucky
$218K
RLH
1563
RD Lewis Holdings
Florida
$217K -$6.79K -75 -3%
JWM
1564
Jacksonville Wealth Management
Florida
$217K -$6.7K -74 -3%
DCM
1565
DGS Capital Management
New Jersey
$217K +$43.2K +477 +22%
RWM
1566
Ritholtz Wealth Management
New York
$217K -$298K -3,294 -56%
AFT
1567
Alpha Family Trust
California
$216K +$235K +2,590 New
NWM
1568
Napa Wealth Management
California
$216K +$234K +2,588 New
SFP
1569
Shepherd Financial Partners
Massachusetts
$216K -$27.7K -306 -11%
RCA
1570
Ranch Capital Advisors
Florida
$216K -$4.08K -45 -2%
BFG
1571
Berger Financial Group
Minnesota
$216K +$234K +2,581 New
CPC
1572
Congress Park Capital
New York
$215K +$233K +2,575 New
HBWM
1573
Hollow Brook Wealth Management
New York
$215K +$233K +2,571 New
FAN
1574
Financial Advisors Network
California
$215K +$32.2K +355 +16%
EIP
1575
Ellis Investment Partners
Pennsylvania
$215K -$9.6K -106 -4%

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.