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United Parcel Service

1,942 hedge funds and large institutions have $39.4B invested in United Parcel Service in 2025 Q3 according to their latest regulatory filings, with 147 funds opening new positions, 754 increasing their positions, 846 reducing their positions, and 281 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more funds holding in top 10

Funds holding in top 10: 3133 (+2)

7% more call options, than puts

Call options by funds: $2.25B | Put options by funds: $2.11B

3.93% less ownership

Funds ownership: 68.01%64.08% (-3.9%)

8% less funds holding

Funds holding: 2,1131,942 (-171)

11% less repeat investments, than reductions

Existing positions increased: 754 | Existing positions reduced: 846

22% less capital invested

Capital invested by funds: $50.5B → $39.4B (-$11.1B)

48% less first-time investments, than exits

New positions opened: 147 | Existing positions closed: 281

Holders
1,942
Holders Change
-171
Holders Change %
-8.09%
% of All Funds
25.49%
Holding in Top 10
33
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.45%
% of All Funds
0.43%
New
147
Increased
754
Reduced
846
Closed
281
Calls
$2.25B
Puts
$2.11B
Net Calls
+$139M
Net Calls Change
-$47.7M
Name Holding Trade Value Shares
Change
Change in
Stake
EGA
1576
E&G Advisors
Texas
$215K -$27.2K -300 -10%
LWM
1577
Liberty Wealth Management
California
$214K -$8.61K -95 -4%
CFFP
1578
Center for Financial Planning
Michigan
$214K +$10.1K +112 +5%
SOAMC
1579
Spirit of America Management Corp
New York
$213K
JF
1580
Joule Financial
Kentucky
$213K +$1.09K +12 +0.5%
TCWA
1581
Turtle Creek Wealth Advisors
Texas
$212K -$16K -177 -7%
FFO
1582
Fortitude Family Office
Arizona
$212K -$10.2K -113 -4%
AWAP
1583
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$212K +$14.2K +157 +7%
SIM
1584
Stratos Investment Management
Ohio
$212K -$554K -6,111 -71%
BFG
1585
Birch Financial Group
New Hampshire
$212K -$27.2K -300 -11%
NCTC
1586
New Covenant Trust Company
Indiana
$212K -$7.07K -78 -3%
SM
1587
Sweeney & Michel
California
$211K +$8.15K +90 +4%
HWA
1588
HCR Wealth Advisors
California
$211K -$14.1K -156 -6%
WEG
1589
World Equity Group
Illinois
$211K -$26.5K -293 -10%
CPCM
1590
Cardinal Point Capital Management
Ontario, Canada
$211K +$229K +2,525 New
SWA
1591
SFMG Wealth Advisors
Texas
$211K +$45.8K +506 +25%
CC
1592
Corsicana & Co
Texas
$210K +$228K +2,520 New
TT
1593
TI-Trust
Illinois
$210K
IB
1594
Intrust Bank
Kansas
$210K -$139K -1,531 -38%
CPW
1595
Crestmont Private Wealth
Texas
$210K +$41.6K +459 +22%
AAM
1596
Austin Asset Management
Texas
$209K
CWG
1597
Cornerstone Wealth Group
North Carolina
$209K -$5.07K -56 -2%
CFS
1598
Cannon Financial Strategists
Georgia
$209K
HWA
1599
HHM Wealth Advisors
Tennessee
$207K -$13.5K -149 -6%
BMCM
1600
Bryn Mawr Capital Management
Pennsylvania
$207K -$107K -1,181 -32%