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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
IWM
1676
Inlight Wealth Management
Georgia
$67.4K
EPIMS
1677
Evelyn Partners Investment Management Services
$67.2K
LAM
1678
LOM Asset Management
$67K
PMFA
1679
Plante Moran Financial Advisors
Michigan
$66.8K
CTC
1680
Corundum Trust Company
South Dakota
$66.5K
HBW
1681
Hazlett, Burt & Watson
West Virginia
$65K
KB
1682
Kimelman & Baird
New York
$62K
MA
1683
MCF Advisors
Kentucky
$57.5K
IWM
1684
IMG Wealth Management
Florida
$56.1K
IAS
1685
IMA Advisory Services
Colorado
$55.9K
TFA
1686
Toth Financial Advisory
Virginia
$55K
TF
1687
Tompkins Financial
New York
$54.8K
RPA
1688
Redwood Park Advisors
California
$54.8K
QC
1689
Quent Capital
New York
$54.7K
BWL
1690
Bogart Wealth LLC
Virginia
$53.9K
BHWM
1691
Beaird Harris Wealth Management
Texas
$53.9K
GIM
1692
Generali Investments Management
Slovenia
$53K
TCB
1693
Texas Capital Bancshares
Texas
$51.6K
PS
1694
Pinney & Scofield
Massachusetts
$51.4K
MSFP
1695
Mark Sheptoff Financial Planning
Connecticut
$50.1K
WB
1696
Webster Bank
Connecticut
$50K
NRG
1697
Nemes Rush Group
Michigan
$49.7K
CAL
1698
Capital Advisors Ltd
Ohio
$45K
NC
1699
North Capital
Utah
$44.8K
SPF
1700
South Plains Financial
Texas
$44.7K