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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
IIM
1601
Ipswich Investment Management
Massachusetts
$203K
ECM
1602
Elgethun Capital Management
South Dakota
$201K
AWM
1603
Accredited Wealth Management
Kentucky
$199K
CTB
1604
Country Trust Bank
Illinois
$192K
RFS
1605
Richardson Financial Services
Massachusetts
$192K
OC
1606
Oakworth Capital
Alabama
$188K
CT
1607
Coastline Trust
Rhode Island
$187K
PAI
1608
Pittenger & Anderson Inc
Nebraska
$186K
YDMI
1609
Y.D. More Investments
Israel
$184K
PP
1610
PFS Partners
New Jersey
$179K
BCM
1611
Boreal Capital Management
Florida
$172K
BTC
1612
Bank & Trust Company
Illinois
$170K
EB
1613
Eastern Bank
Massachusetts
$169K
OL
1614
OneFund LLC
Florida
$167K
DPW
1615
DiNuzzo Private Wealth
Pennsylvania
$165K
CFO
1616
CVA Family Office
Colorado
$164K
ST
1617
Smithfield Trust
Pennsylvania
$164K
C
1618
Covestor
United Kingdom
$163K
BI
1619
Binnacle Investments
Iowa
$163K
SIM
1620
Sentry Investment Management
Wisconsin
$162K
HWA
1621
Heritage Wealth Advisors
Virginia
$161K
PAM
1622
Paradigm Asset Management
New York
$161K
PW
1623
Pandora Wealth
Illinois
$159K
Federated Hermes
1624
Federated Hermes
Pennsylvania
$154K
QL
1625
Quarry LP
New York
$149K