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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
KB
1701
Kimelman & Baird
New York
$62K -$12.3M -135,252 -99%
MA
1702
MCF Advisors
Kentucky
$57.5K -$32.1K -354 -34%
IWM
1703
IMG Wealth Management
Florida
$56.1K
IAS
1704
IMA Advisory Services
Colorado
$55.9K +$15.6K +172 +35%
TFA
1705
Toth Financial Advisory
Virginia
$55K +$362 +4 +0.6%
TF
1706
Tompkins Financial
New York
$54.8K -$15.3K -169 -20%
RPA
1707
Redwood Park Advisors
California
$54.8K +$181 +2 +0.3%
QC
1708
Quent Capital
New York
$54.7K +$59.2K +654 New
CWP
1709
Clark Wealth Partners
Illinois
$54.6K +$40.2K +444 +415%
BWL
1710
Bogart Wealth LLC
Virginia
$53.9K -$12.7K -140 -18%
BHWM
1711
Beaird Harris Wealth Management
Texas
$53.9K
GIM
1712
Generali Investments Management
Slovenia
$53K
TCB
1713
Texas Capital Bancshares
Texas
$51.6K +$56K +618 New
PS
1714
Pinney & Scofield
Massachusetts
$51.4K +$17.8K +197 +47%
MSFP
1715
Mark Sheptoff Financial Planning
Connecticut
$50.1K +$4.53K +50 +9%
WB
1716
Webster Bank
Connecticut
$50K -$24.4K -269 -31%
NRG
1717
Nemes Rush Group
Michigan
$49.7K -$1.45K -16 -3%
CAL
1718
Capital Advisors Ltd
Ohio
$45K -$20.7K -229 -30%
NC
1719
North Capital
Utah
$44.8K -$2.63K -29 -5%
SPF
1720
South Plains Financial
Texas
$44.7K -$67K -740 -58%
CB
1721
CNB Bank
Pennsylvania
$43.9K +$28.4K +313 +147%
TFM
1722
TFC Financial Management
Massachusetts
$43.8K -$906 -10 -2%
RFG
1723
REAP Financial Group
Texas
$43.2K +$3.08K +34 +7%
CAM
1724
Chesapeake Asset Management
New York
$43K -$24.2K -267 -34%
CIAM
1725
Caitong International Asset Management
Hong Kong
$41.6K +$28K +309 +163%