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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
FC
1701
Fairscale Capital
New Hampshire
$38.9K
GBT
1702
Grove Bank & Trust
Florida
$38.8K
TWD
1703
True Wealth Design
Ohio
$38.5K
WAS
1704
Winch Advisory Services
Wisconsin
$38.1K
PH
1705
Pinnacle Holdings
Oklahoma
$37.2K
CT
1706
Clearstead Trust
Maine
$36.2K
CH
1707
Canton Hathaway
Rhode Island
$36K
AW
1708
Avion Wealth
Texas
$36K
NECFA
1709
New England Capital Financial Advisors
Connecticut
$35.8K
PCFFS
1710
Pacific Center for Financial Services
California
$35.5K
CA
1711
Centerpoint Advisors
Massachusetts
$35K
AWM
1712
Abound Wealth Management
Tennessee
$33.8K
EIM
1713
Essex Investment Management
Massachusetts
$33.7K
RAM
1714
Ramirez Asset Management
New York
$33.4K
GKIM
1715
GW&K Investment Management
Massachusetts
$33K
HNB
1716
Hilltop National Bank
Wyoming
$32K
LC
1717
Lavaca Capital
Texas
$31.7K
JFA
1718
JNBA Financial Advisors
Minnesota
$31.7K
PWA
1719
Physician Wealth Advisors
Utah
$31.4K
GK
1720
Graney & King
New York
$31.3K
AEPWM
1721
Atlantic Edge Private Wealth Management
Florida
$31.2K
JGCM
1722
Joseph Group Capital Management
Ohio
$30.5K
STB
1723
S&T Bank
Pennsylvania
$30.4K
RWM
1724
RMG Wealth Management
Wisconsin
$30.3K
AFG
1725
Albion Financial Group
Utah
$30.1K