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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
CWP
1651
Concord Wealth Partners
Virginia
$97.8K
BGAI
1652
Bruce G. Allen Investments
Colorado
$97K
IWP
1653
IAG Wealth Partners
Wisconsin
$96.7K
CM
1654
Capula Management
Cayman Islands
$96.7K
ATC
1655
Adirondack Trust Company
New York
$95K
FCT
1656
First Community Trust
Iowa
$94.3K
QPBE
1657
Quintet Private Bank (Europe)
Luxembourg
$94K
BAM
1658
Bellevue Asset Management
Washington
$93K
TFA
1659
Transamerica Financial Advisors
Florida
$92.4K
SWP
1660
Strategic Wealth Partners
Ohio
$90.4K
TS
1661
Tamar Securities
California
$87.3K
RA
1662
Rise Advisors
New York
$87.1K
LI
1663
LRI Investments
Florida
$87K
CBT
1664
Crews Bank & Trust
Florida
$85.5K
AF
1665
Aviso Financial
Ontario, Canada
$85.2K
LIA
1666
Luken Investment Analytics
Tennessee
$85.1K
RCM
1667
Raleigh Capital Management
North Carolina
$84.8K
RFP
1668
Root Financial Partners
California
$83.7K
FDP
1669
Financiere des Professionnels
Quebec, Canada
$83.5K
KFI
1670
Key Financial Inc
Pennsylvania
$82.1K
SCM
1671
Silvant Capital Management
Georgia
$80K
SAM
1672
Shell Asset Management
Netherlands
$79K
CSPIA
1673
Cary Street Partners Investment Advisory
Virginia
$78.1K
MG
1674
MilWealth Group
Wisconsin
$76.6K
BTD
1675
BankPlus Trust Department
Mississippi
$76.6K