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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
CFO
1626
CVA Family Office
Colorado
$164K -$54.6K -603 -23%
ST
1627
Smithfield Trust
Pennsylvania
$164K +$59.9K +661 +51%
C
1628
Covestor
United Kingdom
$163K +$48.6K +537 +38%
BI
1629
Binnacle Investments
Iowa
$163K +$82.9K +915 +89%
SIM
1630
Sentry Investment Management
Wisconsin
$162K +$170K +1,882 New
HWA
1631
Heritage Wealth Advisors
Virginia
$161K -$26.3K -290 -13%
PAM
1632
Paradigm Asset Management
New York
$161K
PW
1633
Pandora Wealth
Illinois
$159K
Federated Hermes
1634
Federated Hermes
Pennsylvania
$154K -$107M -1,183,314 -100%
QL
1635
Quarry LP
New York
$149K +$162K +1,789 New
AGWCA
1636
Annis Gardner Whiting Capital Advisors
Florida
$149K -$68.7K -758 -30%
FHC
1637
First Horizon Corporation
Tennessee
$148K +$161K +1,773 New
TLA
1638
Tanglewood Legacy Advisors
Texas
$145K
ITIM
1639
Indiana Trust & Investment Management
Indiana
$144K
PB
1640
Pinnacle Bancorp
Nebraska
$141K +$13.2K +146 +9%
MFC
1641
Mechanics Financial Corp
Ohio
$139K -$103K -1,141 -41%
BOJHT
1642
Bank of Jackson Hole Trust
Wyoming
$137K -$105K -1,161 -41%
DJSG
1643
D.J. St. Germain
Massachusetts
$133K -$40.8K -450 -22%
WSCM
1644
Wellington Shields Capital Management
New York
$130K
SCA
1645
Stuart Chaussee & Associates
California
$128K
GITFIT
1646
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$125K +$72.5K +800 +114%
LFA
1647
LGT Financial Advisors
Texas
$125K +$135K +1,493 +21,329%
OA
1648
Operose Advisors
Wisconsin
$124K +$35.1K +387 +35%
MIM
1649
MTM Investment Management
South Carolina
$124K -$4.53K -50 -3%
TC
1650
Trust Company
Kansas
$123K -$4.44K -49 -3%