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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
AGWCA
1626
Annis Gardner Whiting Capital Advisors
Florida
$149K
FHC
1627
First Horizon Corporation
Tennessee
$148K
TLA
1628
Tanglewood Legacy Advisors
Texas
$145K
ITIM
1629
Indiana Trust & Investment Management
Indiana
$144K
PB
1630
Pinnacle Bancorp
Nebraska
$141K
MFC
1631
Mechanics Financial Corp
Ohio
$139K
BOJHT
1632
Bank of Jackson Hole Trust
Wyoming
$137K
DJSG
1633
D.J. St. Germain
Massachusetts
$133K
WSCM
1634
Wellington Shields Capital Management
New York
$130K
SCA
1635
Stuart Chaussee & Associates
California
$128K
GITFIT
1636
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$125K
LFA
1637
LGT Financial Advisors
Texas
$125K
OA
1638
Operose Advisors
Wisconsin
$124K
MIM
1639
MTM Investment Management
South Carolina
$124K
TC
1640
Trust Company
Kansas
$123K
AC
1641
AlphaCore Capital
California
$117K
VC
1642
Vestor Capital
Illinois
$109K
CIA
1643
Cape Investment Advisory
Georgia
$109K
GFL
1644
Granite FO LLC
New Hampshire
$109K
FMTCOCP
1645
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$108K
LB
1646
Legacy Bridge
Iowa
$107K
BC
1647
Broadwater Capital
Massachusetts
$105K
PWS
1648
Peterson Wealth Services
Utah
$103K
API
1649
Asset Planning Inc
California
$102K
ME
1650
McIlrath & Eck
Washington
$101K