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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
FSA
1601
Franklin Street Advisors
North Carolina
$207K -$136K -1,500 -38%
FFB
1602
First Financial Bankshares
Texas
$206K +$223K +2,463 New
CAG
1603
Crestwood Advisors Group
Massachusetts
$205K -$18.9K -209 -8%
FFG
1604
Frisch Financial Group
New York
$205K +$222K +2,450 New
PFM
1605
Patton Fund Management
Texas
$204K +$17.2K +190 +8%
IF
1606
IRON Financial
Illinois
$204K +$221K +2,437 New
KRW
1607
Kaufman Rossin Wealth
Florida
$203K +$221K +2,435 New
GEA
1608
Glen Eagle Advisors
New Jersey
$203K +$35.1K +388 +19%
CP
1609
Castleview Partners
Texas
$203K +$220K +2,433 New
WDC
1610
Woodward Diversified Capital
California
$203K +$33K +364 +18%
IIM
1611
Ipswich Investment Management
Massachusetts
$203K
ECM
1612
Elgethun Capital Management
South Dakota
$201K +$46.6K +515 +27%
AWM
1613
Accredited Wealth Management
Kentucky
$199K -$138K -1,522 -87%
CTB
1614
Country Trust Bank
Illinois
$192K -$40.5K -447 -16%
RFS
1615
Richardson Financial Services
Massachusetts
$192K -$4.08K -45 -2%
OC
1616
Oakworth Capital
Alabama
$188K +$43.2K +477 +27%
CT
1617
Coastline Trust
Rhode Island
$187K +$53.4K +590 +36%
PAI
1618
Pittenger & Anderson Inc
Nebraska
$186K -$7.7K -85 -4%
YDMI
1619
Y.D. More Investments
Israel
$184K +$56K +618 +39%
PP
1620
PFS Partners
New Jersey
$179K +$18.1K +200 +10%
BCM
1621
Boreal Capital Management
Florida
$172K -$165K -1,820 -47%
BTC
1622
Bank & Trust Company
Illinois
$170K
EB
1623
Eastern Bank
Massachusetts
$169K -$136K -1,497 -42%
OL
1624
OneFund LLC
Florida
$167K +$6.52K +72 +4%
DPW
1625
DiNuzzo Private Wealth
Pennsylvania
$165K -$543 -6 -0.3%