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United Parcel Service

1,931 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, 749 increasing their positions, 842 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: 749 | Existing positions reduced: 842

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
1,931
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
BWL
1701
Bogart Wealth LLC
Virginia
$53.9K
BHWM
1702
Beaird Harris Wealth Management
Texas
$53.9K
GIM
1703
Generali Investments Management
Slovenia
$53K
TCB
1704
Texas Capital Bancshares
Texas
$51.6K
PS
1705
Pinney & Scofield
Massachusetts
$51.4K
MSFP
1706
Mark Sheptoff Financial Planning
Connecticut
$50.1K
WB
1707
Webster Bank
Connecticut
$50K
NRG
1708
Nemes Rush Group
Michigan
$49.7K
CAL
1709
Capital Advisors Ltd
Ohio
$45K
NC
1710
North Capital
Utah
$44.8K
SPF
1711
South Plains Financial
Texas
$44.7K
CB
1712
CNB Bank
Pennsylvania
$43.9K
TFM
1713
TFC Financial Management
Massachusetts
$43.8K
RFG
1714
REAP Financial Group
Texas
$43.2K
CAM
1715
Chesapeake Asset Management
New York
$43K
CIAM
1716
Caitong International Asset Management
Hong Kong
$41.6K
WA
1717
WPG Advisers
Maryland
$40.6K
RF
1718
Rossby Financial
Florida
$40.6K
WWM
1719
Wolff Wiese Magana
California
$40K
SC
1720
Swan Capital
Florida
$39.4K
FC
1721
Fairscale Capital
New Hampshire
$38.9K
GBT
1722
Grove Bank & Trust
Florida
$38.8K
TWD
1723
True Wealth Design
Ohio
$38.5K
WAS
1724
Winch Advisory Services
Wisconsin
$38.1K
PH
1725
Pinnacle Holdings
Oklahoma
$37.2K