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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
PW
1626
Pandora Wealth
Illinois
$159K
Federated Hermes
1627
Federated Hermes
Pennsylvania
$154K
QL
1628
Quarry LP
New York
$149K
AGWCA
1629
Annis Gardner Whiting Capital Advisors
Florida
$149K
FHC
1630
First Horizon Corporation
Tennessee
$148K
TLA
1631
Tanglewood Legacy Advisors
Texas
$145K
ITIM
1632
Indiana Trust & Investment Management
Indiana
$144K
PB
1633
Pinnacle Bancorp
Nebraska
$141K
MFC
1634
Mechanics Financial Corp
Ohio
$139K
BOJHT
1635
Bank of Jackson Hole Trust
Wyoming
$137K
DJSG
1636
D.J. St. Germain
Massachusetts
$133K
WSCM
1637
Wellington Shields Capital Management
New York
$130K
SCA
1638
Stuart Chaussee & Associates
California
$128K
GITFIT
1639
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$125K
LFA
1640
LGT Financial Advisors
Texas
$125K
OA
1641
Operose Advisors
Wisconsin
$124K
MIM
1642
MTM Investment Management
South Carolina
$124K
TC
1643
Trust Company
Kansas
$123K
AC
1644
AlphaCore Capital
California
$117K
VC
1645
Vestor Capital
Illinois
$109K
CIA
1646
Cape Investment Advisory
Georgia
$109K
GFL
1647
Granite FO LLC
New Hampshire
$109K
FMTCOCP
1648
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$108K
LB
1649
Legacy Bridge
Iowa
$107K
BC
1650
Broadwater Capital
Massachusetts
$105K