UPS icon

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
NCTC
1576
New Covenant Trust Company
Indiana
$212K
SM
1577
Sweeney & Michel
California
$211K
HWA
1578
HCR Wealth Advisors
California
$211K
WEG
1579
World Equity Group
Illinois
$211K
CPCM
1580
Cardinal Point Capital Management
Ontario, Canada
$211K
SWA
1581
SFMG Wealth Advisors
Texas
$211K
CC
1582
Corsicana & Co
Texas
$210K
TT
1583
TI-Trust
Illinois
$210K
IB
1584
Intrust Bank
Kansas
$210K
CPW
1585
Crestmont Private Wealth
Texas
$210K
AAM
1586
Austin Asset Management
Texas
$209K
CWG
1587
Cornerstone Wealth Group
North Carolina
$209K
CFS
1588
Cannon Financial Strategists
Georgia
$209K
HWA
1589
HHM Wealth Advisors
Tennessee
$207K
BMCM
1590
Bryn Mawr Capital Management
Pennsylvania
$207K
FSA
1591
Franklin Street Advisors
North Carolina
$207K
FFB
1592
First Financial Bankshares
Texas
$206K
CAG
1593
Crestwood Advisors Group
Massachusetts
$205K
FFG
1594
Frisch Financial Group
New York
$205K
PFM
1595
Patton Fund Management
Texas
$204K
IF
1596
IRON Financial
Illinois
$204K
KRW
1597
Kaufman Rossin Wealth
Florida
$203K
GEA
1598
Glen Eagle Advisors
New Jersey
$203K
CP
1599
Castleview Partners
Texas
$203K
WDC
1600
Woodward Diversified Capital
California
$203K