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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
IAS
1676
IMA Advisory Services
Colorado
$55.9K
TFA
1677
Toth Financial Advisory
Virginia
$55K
TF
1678
Tompkins Financial
New York
$54.8K
RPA
1679
Redwood Park Advisors
California
$54.8K
QC
1680
Quent Capital
New York
$54.7K
BWL
1681
Bogart Wealth LLC
Virginia
$53.9K
BHWM
1682
Beaird Harris Wealth Management
Texas
$53.9K
GIM
1683
Generali Investments Management
Slovenia
$53K
TCB
1684
Texas Capital Bancshares
Texas
$51.6K
PS
1685
Pinney & Scofield
Massachusetts
$51.4K
MSFP
1686
Mark Sheptoff Financial Planning
Connecticut
$50.1K
WB
1687
Webster Bank
Connecticut
$50K
NRG
1688
Nemes Rush Group
Michigan
$49.7K
CAL
1689
Capital Advisors Ltd
Ohio
$45K
NC
1690
North Capital
Utah
$44.8K
SPF
1691
South Plains Financial
Texas
$44.7K
CB
1692
CNB Bank
Pennsylvania
$43.9K
TFM
1693
TFC Financial Management
Massachusetts
$43.8K
RFG
1694
REAP Financial Group
Texas
$43.2K
CAM
1695
Chesapeake Asset Management
New York
$43K
CIAM
1696
Caitong International Asset Management
Hong Kong
$41.6K
WA
1697
WPG Advisers
Maryland
$40.6K
RF
1698
Rossby Financial
Florida
$40.6K
WWM
1699
Wolff Wiese Magana
California
$40K
SC
1700
Swan Capital
Florida
$39.4K