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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
AF
1676
Aviso Financial
Ontario, Canada
$85.2K
LIA
1677
Luken Investment Analytics
Tennessee
$85.1K
RCM
1678
Raleigh Capital Management
North Carolina
$84.8K -$539K -5,956 -85%
RFP
1679
Root Financial Partners
California
$83.7K +$90.8K +1,002 New
FDP
1680
Financiere des Professionnels
Quebec, Canada
$83.5K
KFI
1681
Key Financial Inc
Pennsylvania
$82.1K +$4.8K +53 +6%
SCM
1682
Silvant Capital Management
Georgia
$80K
SAM
1683
Shell Asset Management
Netherlands
$79K -$173K -1,912 -67%
CSPIA
1684
Cary Street Partners Investment Advisory
Virginia
$78.1K -$25.2K -278 -23%
MG
1685
MilWealth Group
Wisconsin
$76.6K
BTD
1686
BankPlus Trust Department
Mississippi
$76.6K -$12.5K -138 -13%
DCM
1687
Davis Capital Management
Florida
$72.8K +$78.9K +871 New
HIA
1688
Harbor Investment Advisory
Maryland
$71.3K -$95.6K -1,055 -55%
GPI
1689
General Partner Inc
Pennsylvania
$70.3K
SL
1690
Salomon & Ludwin
Virginia
$69.6K +$49.7K +549 +217%
TFIPS
1691
Towarzystwo Funduszy Inwestycyjnych PZU SA
$69.3K
ACA
1692
American Capital Advisory
Idaho
$68.5K +$1.27K +14 +2%
AF
1693
Advisornet Financial
Minnesota
$68.3K -$9.24K -102 -11%
MWA
1694
Medallion Wealth Advisors
Connecticut
$67.6K +$18.4K +203 +33%
IWM
1695
Inlight Wealth Management
Georgia
$67.4K
EPIMS
1696
Evelyn Partners Investment Management Services
$67.2K +$72.9K +805 New
LAM
1697
LOM Asset Management
$67K -$152K -1,676 -68%
PMFA
1698
Plante Moran Financial Advisors
Michigan
$66.8K
CTC
1699
Corundum Trust Company
South Dakota
$66.5K +$72.1K +796 New
HBW
1700
Hazlett, Burt & Watson
West Virginia
$65K -$23.5K -259 -25%