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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
RCM
1651
Raleigh Capital Management
North Carolina
$84.8K
RFP
1652
Root Financial Partners
California
$83.7K
FDP
1653
Financiere des Professionnels
Quebec, Canada
$83.5K
KFI
1654
Key Financial Inc
Pennsylvania
$82.1K
SCM
1655
Silvant Capital Management
Georgia
$80K
SAM
1656
Shell Asset Management
Netherlands
$79K
CSPIA
1657
Cary Street Partners Investment Advisory
Virginia
$78.1K
MG
1658
MilWealth Group
Wisconsin
$76.6K
BTD
1659
BankPlus Trust Department
Mississippi
$76.6K
DCM
1660
Davis Capital Management
Florida
$72.8K
HIA
1661
Harbor Investment Advisory
Maryland
$71.3K
GPI
1662
General Partner Inc
Pennsylvania
$70.3K
SL
1663
Salomon & Ludwin
Virginia
$69.6K
TFIPS
1664
Towarzystwo Funduszy Inwestycyjnych PZU SA
$69.3K
ACA
1665
American Capital Advisory
Idaho
$68.5K
AF
1666
Advisornet Financial
Minnesota
$68.3K
IWM
1667
Inlight Wealth Management
Georgia
$67.4K
EPIMS
1668
Evelyn Partners Investment Management Services
$67.2K
LAM
1669
LOM Asset Management
$67K
PMFA
1670
Plante Moran Financial Advisors
Michigan
$66.8K
CTC
1671
Corundum Trust Company
South Dakota
$66.5K
HBW
1672
Hazlett, Burt & Watson
West Virginia
$65K
KB
1673
Kimelman & Baird
New York
$62K
MA
1674
MCF Advisors
Kentucky
$57.5K
IWM
1675
IMG Wealth Management
Florida
$56.1K