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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
PWS
1651
Peterson Wealth Services
Utah
$103K
API
1652
Asset Planning Inc
California
$102K
ME
1653
McIlrath & Eck
Washington
$101K
CWP
1654
Concord Wealth Partners
Virginia
$97.8K
BGAI
1655
Bruce G. Allen Investments
Colorado
$97K
IWP
1656
IAG Wealth Partners
Wisconsin
$96.7K
CM
1657
Capula Management
Cayman Islands
$96.7K
ATC
1658
Adirondack Trust Company
New York
$95K
FCT
1659
First Community Trust
Iowa
$94.3K
QPBE
1660
Quintet Private Bank (Europe)
Luxembourg
$94K
BAM
1661
Bellevue Asset Management
Washington
$93K
TFA
1662
Transamerica Financial Advisors
Florida
$92.4K
SWP
1663
Strategic Wealth Partners
Ohio
$90.4K
TS
1664
Tamar Securities
California
$87.3K
RA
1665
Rise Advisors
New York
$87.1K
LI
1666
LRI Investments
Florida
$87K
CBT
1667
Crews Bank & Trust
Florida
$85.5K
AF
1668
Aviso Financial
Ontario, Canada
$85.2K
LIA
1669
Luken Investment Analytics
Tennessee
$85.1K
RCM
1670
Raleigh Capital Management
North Carolina
$84.8K
RFP
1671
Root Financial Partners
California
$83.7K
FDP
1672
Financiere des Professionnels
Quebec, Canada
$83.5K
KFI
1673
Key Financial Inc
Pennsylvania
$82.1K
SCM
1674
Silvant Capital Management
Georgia
$80K
SAM
1675
Shell Asset Management
Netherlands
$79K