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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
GSWM
1551
Golden State Wealth Management
California
$218K
BWP
1552
Barlow Wealth Partners
Kentucky
$218K
RLH
1553
RD Lewis Holdings
Florida
$217K
JWM
1554
Jacksonville Wealth Management
Florida
$217K
DCM
1555
DGS Capital Management
New Jersey
$217K
RWM
1556
Ritholtz Wealth Management
New York
$217K
AFT
1557
Alpha Family Trust
California
$216K
NWM
1558
Napa Wealth Management
California
$216K
SFP
1559
Shepherd Financial Partners
Massachusetts
$216K
RCA
1560
Ranch Capital Advisors
Florida
$216K
BFG
1561
Berger Financial Group
Minnesota
$216K
CPC
1562
Congress Park Capital
New York
$215K
HBWM
1563
Hollow Brook Wealth Management
New York
$215K
FAN
1564
Financial Advisors Network
California
$215K
EIP
1565
Ellis Investment Partners
Pennsylvania
$215K
EGA
1566
E&G Advisors
Texas
$215K
LWM
1567
Liberty Wealth Management
California
$214K
CFFP
1568
Center for Financial Planning
Michigan
$214K
SOAMC
1569
Spirit of America Management Corp
New York
$213K
JF
1570
Joule Financial
Kentucky
$213K
TCWA
1571
Turtle Creek Wealth Advisors
Texas
$212K
FFO
1572
Fortitude Family Office
Arizona
$212K
AWAP
1573
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$212K
SIM
1574
Stratos Investment Management
Ohio
$212K
BFG
1575
Birch Financial Group
New Hampshire
$212K