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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
BAM
1651
Bellevue Asset Management
Washington
$93K
TFA
1652
Transamerica Financial Advisors
Florida
$92.4K
SWP
1653
Strategic Wealth Partners
Ohio
$90.4K
TS
1654
Tamar Securities
California
$87.3K
RA
1655
Rise Advisors
New York
$87.1K
LI
1656
LRI Investments
Florida
$87K
CBT
1657
Crews Bank & Trust
Florida
$85.5K
AF
1658
Aviso Financial
Ontario, Canada
$85.2K
LIA
1659
Luken Investment Analytics
Tennessee
$85.1K
RCM
1660
Raleigh Capital Management
North Carolina
$84.8K
RFP
1661
Root Financial Partners
California
$83.7K
FDP
1662
Financiere des Professionnels
Quebec, Canada
$83.5K
KFI
1663
Key Financial Inc
Pennsylvania
$82.1K
SCM
1664
Silvant Capital Management
Georgia
$80K
SAM
1665
Shell Asset Management
Netherlands
$79K
CSPIA
1666
Cary Street Partners Investment Advisory
Virginia
$78.1K
MG
1667
MilWealth Group
Wisconsin
$76.6K
BTD
1668
BankPlus Trust Department
Mississippi
$76.6K
DCM
1669
Davis Capital Management
Florida
$72.8K
HIA
1670
Harbor Investment Advisory
Maryland
$71.3K
GPI
1671
General Partner Inc
Pennsylvania
$70.3K
SL
1672
Salomon & Ludwin
Virginia
$69.6K
TFIPS
1673
Towarzystwo Funduszy Inwestycyjnych PZU SA
$69.3K
ACA
1674
American Capital Advisory
Idaho
$68.5K
AF
1675
Advisornet Financial
Minnesota
$68.3K