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United Parcel Service

1,927 hedge funds and large institutions have $39.4B invested in United Parcel Service in 2025 Q3 according to their latest regulatory filings, with 145 funds opening new positions, 747 increasing their positions, 841 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:

11% less repeat investments, than reductions

Existing positions increased: 747 | Existing positions reduced: 841

22% less capital invested

Capital invested by funds: $50.5B → $39.4B (-$11.1B)

48% less first-time investments, than exits

New positions opened: 145 | Existing positions closed: 278

Holders
1,927
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 +$373M
2 +$255M
3 +$119M
4
UBS Group
UBS Group
Switzerland
+$104M
5
Morgan Stanley
Morgan Stanley
New York
+$92.3M

Top Sellers

1 -$443M
2 -$366M
3 -$352M
4
Goldman Sachs
Goldman Sachs
New York
-$227M
5
BlackRock
BlackRock
New York
-$176M
Name Holding Trade Value Shares
Change
Change in
Stake
TCB
1701
Texas Capital Bancshares
Texas
$51.6K
PS
1702
Pinney & Scofield
Massachusetts
$51.4K
MSFP
1703
Mark Sheptoff Financial Planning
Connecticut
$50.1K
WB
1704
Webster Bank
Connecticut
$50K
NRG
1705
Nemes Rush Group
Michigan
$49.7K
CAL
1706
Capital Advisors Ltd
Ohio
$45K
NC
1707
North Capital
Utah
$44.8K
SPF
1708
South Plains Financial
Texas
$44.7K
CB
1709
CNB Bank
Pennsylvania
$43.9K
TFM
1710
TFC Financial Management
Massachusetts
$43.8K
RFG
1711
REAP Financial Group
Texas
$43.2K
CAM
1712
Chesapeake Asset Management
New York
$43K
CIAM
1713
Caitong International Asset Management
Hong Kong
$41.6K
WA
1714
WPG Advisers
Maryland
$40.6K
RF
1715
Rossby Financial
Florida
$40.6K
WWM
1716
Wolff Wiese Magana
California
$40K
SC
1717
Swan Capital
Florida
$39.4K
FC
1718
Fairscale Capital
New Hampshire
$38.9K
GBT
1719
Grove Bank & Trust
Florida
$38.8K
TWD
1720
True Wealth Design
Ohio
$38.5K
WAS
1721
Winch Advisory Services
Wisconsin
$38.1K
PH
1722
Pinnacle Holdings
Oklahoma
$37.2K
CT
1723
Clearstead Trust
Maine
$36.2K
CH
1724
Canton Hathaway
Rhode Island
$36K
AW
1725
Avion Wealth
Texas
$36K