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United Parcel Service

1,906 hedge funds and large institutions have $39.3B invested in United Parcel Service in 2025 Q3 according to their latest regulatory filings, with 146 funds opening new positions, 735 increasing their positions, 835 reducing their positions, and 276 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: 735 | Existing positions reduced: 835

22% less capital invested

Capital invested by funds: $50.3B → $39.3B (-$10.9B)

47% less first-time investments, than exits

New positions opened: 146 | Existing positions closed: 276

Holders
1,906
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
AAM
1576
Austin Asset Management
Texas
$209K
CWG
1577
Cornerstone Wealth Group
North Carolina
$209K
CFS
1578
Cannon Financial Strategists
Georgia
$209K
HWA
1579
HHM Wealth Advisors
Tennessee
$207K
BMCM
1580
Bryn Mawr Capital Management
Pennsylvania
$207K
FSA
1581
Franklin Street Advisors
North Carolina
$207K
FFB
1582
First Financial Bankshares
Texas
$206K
CAG
1583
Crestwood Advisors Group
Massachusetts
$205K
FFG
1584
Frisch Financial Group
New York
$205K
PFM
1585
Patton Fund Management
Texas
$204K
IF
1586
IRON Financial
Illinois
$204K
KRW
1587
Kaufman Rossin Wealth
Florida
$203K
GEA
1588
Glen Eagle Advisors
New Jersey
$203K
CP
1589
Castleview Partners
Texas
$203K
WDC
1590
Woodward Diversified Capital
California
$203K
IIM
1591
Ipswich Investment Management
Massachusetts
$203K
ECM
1592
Elgethun Capital Management
South Dakota
$201K
AWM
1593
Accredited Wealth Management
Kentucky
$199K
CTB
1594
Country Trust Bank
Illinois
$192K
RFS
1595
Richardson Financial Services
Massachusetts
$192K
OC
1596
Oakworth Capital
Alabama
$188K
CT
1597
Coastline Trust
Rhode Island
$187K
PAI
1598
Pittenger & Anderson Inc
Nebraska
$186K
YDMI
1599
Y.D. More Investments
Israel
$184K
PP
1600
PFS Partners
New Jersey
$179K