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United Parcel Service

1,913 hedge funds and large institutions have $39.4B invested in United Parcel Service in 2025 Q3 according to their latest regulatory filings, with 146 funds opening new positions, 738 increasing their positions, 838 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:

12% less repeat investments, than reductions

Existing positions increased: 738 | Existing positions reduced: 838

22% less capital invested

Capital invested by funds: $50.3B → $39.4B (-$11B)

47% less first-time investments, than exits

New positions opened: 146 | Existing positions closed: 278

Holders
1,913
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
DJSG
1626
D.J. St. Germain
Massachusetts
$133K
WSCM
1627
Wellington Shields Capital Management
New York
$130K
SCA
1628
Stuart Chaussee & Associates
California
$128K
GITFIT
1629
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$125K
LFA
1630
LGT Financial Advisors
Texas
$125K
OA
1631
Operose Advisors
Wisconsin
$124K
MIM
1632
MTM Investment Management
South Carolina
$124K
TC
1633
Trust Company
Kansas
$123K
AC
1634
AlphaCore Capital
California
$117K
VC
1635
Vestor Capital
Illinois
$109K
CIA
1636
Cape Investment Advisory
Georgia
$109K
GFL
1637
Granite FO LLC
New Hampshire
$109K
FMTCOCP
1638
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$108K
LB
1639
Legacy Bridge
Iowa
$107K
BC
1640
Broadwater Capital
Massachusetts
$105K
PWS
1641
Peterson Wealth Services
Utah
$103K
API
1642
Asset Planning Inc
California
$102K
ME
1643
McIlrath & Eck
Washington
$101K
CWP
1644
Concord Wealth Partners
Virginia
$97.8K
BGAI
1645
Bruce G. Allen Investments
Colorado
$97K
IWP
1646
IAG Wealth Partners
Wisconsin
$96.7K
CM
1647
Capula Management
Cayman Islands
$96.7K
ATC
1648
Adirondack Trust Company
New York
$95K
FCT
1649
First Community Trust
Iowa
$94.3K
QPBE
1650
Quintet Private Bank (Europe)
Luxembourg
$94K