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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
AFT
1551
Alpha Family Trust
California
$216K
NWM
1552
Napa Wealth Management
California
$216K
SFP
1553
Shepherd Financial Partners
Massachusetts
$216K
RCA
1554
Ranch Capital Advisors
Florida
$216K
BFG
1555
Berger Financial Group
Minnesota
$216K
CPC
1556
Congress Park Capital
New York
$215K
HBWM
1557
Hollow Brook Wealth Management
New York
$215K
FAN
1558
Financial Advisors Network
California
$215K
EIP
1559
Ellis Investment Partners
Pennsylvania
$215K
EGA
1560
E&G Advisors
Texas
$215K
LWM
1561
Liberty Wealth Management
California
$214K
CFFP
1562
Center for Financial Planning
Michigan
$214K
SOAMC
1563
Spirit of America Management Corp
New York
$213K
JF
1564
Joule Financial
Kentucky
$213K
TCWA
1565
Turtle Creek Wealth Advisors
Texas
$212K
FFO
1566
Fortitude Family Office
Arizona
$212K
AWAP
1567
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$212K
SIM
1568
Stratos Investment Management
Ohio
$212K
BFG
1569
Birch Financial Group
New Hampshire
$212K
NCTC
1570
New Covenant Trust Company
Indiana
$212K
SM
1571
Sweeney & Michel
California
$211K
HWA
1572
HCR Wealth Advisors
California
$211K
WEG
1573
World Equity Group
Illinois
$211K
CPCM
1574
Cardinal Point Capital Management
Ontario, Canada
$211K
SWA
1575
SFMG Wealth Advisors
Texas
$211K