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United Parcel Service

1,901 hedge funds and large institutions have $39.3B invested in United Parcel Service in 2025 Q3 according to their latest regulatory filings, with 146 funds opening new positions, 735 increasing their positions, 830 reducing their positions, and 276 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: 735 | Existing positions reduced: 830

22% less capital invested

Capital invested by funds: $50.3B → $39.3B (-$10.9B)

47% less first-time investments, than exits

New positions opened: 146 | Existing positions closed: 276

Holders
1,901
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 +$344M
2 +$235M
3 +$110M
4
UBS Group
UBS Group
Switzerland
+$96.3M
5
Morgan Stanley
Morgan Stanley
New York
+$85.1M

Top Sellers

1 -$408M
2 -$338M
3 -$324M
4
Goldman Sachs
Goldman Sachs
New York
-$209M
5
BlackRock
BlackRock
New York
-$162M
Name Holding Trade Value Shares
Change
Change in
Stake
AC
1626
AlphaCore Capital
California
$117K
VC
1627
Vestor Capital
Illinois
$109K
GFL
1628
Granite FO LLC
New Hampshire
$109K
FMTCOCP
1629
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$108K
LB
1630
Legacy Bridge
Iowa
$107K
BC
1631
Broadwater Capital
Massachusetts
$105K
PWS
1632
Peterson Wealth Services
Utah
$103K
API
1633
Asset Planning Inc
California
$102K
ME
1634
McIlrath & Eck
Washington
$101K
CWP
1635
Concord Wealth Partners
Virginia
$97.8K
BGAI
1636
Bruce G. Allen Investments
Colorado
$97K
IWP
1637
IAG Wealth Partners
Wisconsin
$96.7K
CM
1638
Capula Management
Cayman Islands
$96.7K
ATC
1639
Adirondack Trust Company
New York
$95K
FCT
1640
First Community Trust
Iowa
$94.3K
QPBE
1641
Quintet Private Bank (Europe)
Luxembourg
$94K
BAM
1642
Bellevue Asset Management
Washington
$93K
TFA
1643
Transamerica Financial Advisors
Florida
$92.4K
SWP
1644
Strategic Wealth Partners
Ohio
$90.4K
TS
1645
Tamar Securities
California
$87.3K
RA
1646
Rise Advisors
New York
$87.1K
LI
1647
LRI Investments
Florida
$87K
CBT
1648
Crews Bank & Trust
Florida
$85.5K
AF
1649
Aviso Financial
Ontario, Canada
$85.2K
LIA
1650
Luken Investment Analytics
Tennessee
$85.1K