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United Parcel Service

1,942 hedge funds and large institutions have $39.4B invested in United Parcel Service in 2025 Q3 according to their latest regulatory filings, with 147 funds opening new positions, 754 increasing their positions, 846 reducing their positions, and 281 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more funds holding in top 10

Funds holding in top 10: 3133 (+2)

7% more call options, than puts

Call options by funds: $2.25B | Put options by funds: $2.11B

3.93% less ownership

Funds ownership: 68.01%64.08% (-3.9%)

8% less funds holding

Funds holding: 2,1131,942 (-171)

11% less repeat investments, than reductions

Existing positions increased: 754 | Existing positions reduced: 846

22% less capital invested

Capital invested by funds: $50.5B → $39.4B (-$11.1B)

48% less first-time investments, than exits

New positions opened: 147 | Existing positions closed: 281

Holders
1,942
Holders Change
-171
Holders Change %
-8.09%
% of All Funds
25.49%
Holding in Top 10
33
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.45%
% of All Funds
0.43%
New
147
Increased
754
Reduced
846
Closed
281
Calls
$2.25B
Puts
$2.11B
Net Calls
+$139M
Net Calls Change
-$47.7M
Name Holding Trade Value Shares
Change
Change in
Stake
AC
1651
AlphaCore Capital
California
$117K +$22K +243 +21%
VC
1652
Vestor Capital
Illinois
$109K +$45.3K +500 +63%
CIA
1653
Cape Investment Advisory
Georgia
$109K -$64.4K -711 -35%
GFL
1654
Granite FO LLC
New Hampshire
$109K
FMTCOCP
1655
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$108K -$2.26K -25 -2%
LB
1656
Legacy Bridge
Iowa
$107K -$15.1K -167 -12%
BC
1657
Broadwater Capital
Massachusetts
$105K -$14.2M -156,716 -99%
PWS
1658
Peterson Wealth Services
Utah
$103K +$315K +3,477 +307%
API
1659
Asset Planning Inc
California
$102K +$1.45K +16 +1%
EP
1660
Essential Partners
California
$102K -$461K -5,091 -81%
ME
1661
McIlrath & Eck
Washington
$101K +$6.52K +72 +6%
CWP
1662
Concord Wealth Partners
Virginia
$97.8K -$35.1K -388 -25%
BGAI
1663
Bruce G. Allen Investments
Colorado
$97K -$10.3K -114 -9%
IWP
1664
IAG Wealth Partners
Wisconsin
$96.7K +$906 +10 +0.9%
CM
1665
Capula Management
Cayman Islands
$96.7K -$27.2K -300 -21%
ATC
1666
Adirondack Trust Company
New York
$95K -$11.8K -130 -10%
FCT
1667
First Community Trust
Iowa
$94.3K
QPBE
1668
Quintet Private Bank (Europe)
Luxembourg
$94K
BAM
1669
Bellevue Asset Management
Washington
$93K +$4.98K +55 +5%
TFA
1670
Transamerica Financial Advisors
Florida
$92.4K +$98.9K +1,092 +7,280%
SWP
1671
Strategic Wealth Partners
Ohio
$90.4K -$3.17K -35 -3%
TS
1672
Tamar Securities
California
$87.3K -$6.52K -72 -6%
RA
1673
Rise Advisors
New York
$87.1K +$1.09K +12 +1%
LI
1674
LRI Investments
Florida
$87K +$20.7K +229 +28%
CBT
1675
Crews Bank & Trust
Florida
$85.5K -$73.4K -810 -44%