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United Parcel Service

1,931 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, 749 increasing their positions, 842 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: 749 | Existing positions reduced: 842

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
1,931
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
AWAP
1576
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$212K
SIM
1577
Stratos Investment Management
Ohio
$212K
BFG
1578
Birch Financial Group
New Hampshire
$212K
NCTC
1579
New Covenant Trust Company
Indiana
$212K
SM
1580
Sweeney & Michel
California
$211K
HWA
1581
HCR Wealth Advisors
California
$211K
WEG
1582
World Equity Group
Illinois
$211K
CPCM
1583
Cardinal Point Capital Management
Ontario, Canada
$211K
SWA
1584
SFMG Wealth Advisors
Texas
$211K
CC
1585
Corsicana & Co
Texas
$210K
TT
1586
TI-Trust
Illinois
$210K
IB
1587
Intrust Bank
Kansas
$210K
CPW
1588
Crestmont Private Wealth
Texas
$210K
AAM
1589
Austin Asset Management
Texas
$209K
CWG
1590
Cornerstone Wealth Group
North Carolina
$209K
CFS
1591
Cannon Financial Strategists
Georgia
$209K
HWA
1592
HHM Wealth Advisors
Tennessee
$207K
BMCM
1593
Bryn Mawr Capital Management
Pennsylvania
$207K
FSA
1594
Franklin Street Advisors
North Carolina
$207K
FFB
1595
First Financial Bankshares
Texas
$206K
CAG
1596
Crestwood Advisors Group
Massachusetts
$205K
FFG
1597
Frisch Financial Group
New York
$205K
PFM
1598
Patton Fund Management
Texas
$204K
IF
1599
IRON Financial
Illinois
$204K
KRW
1600
Kaufman Rossin Wealth
Florida
$203K