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United Parcel Service

1,914 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, 739 increasing their positions, 837 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: 739 | Existing positions reduced: 837

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
1,914
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
CB
1701
CNB Bank
Pennsylvania
$43.9K
TFM
1702
TFC Financial Management
Massachusetts
$43.8K
RFG
1703
REAP Financial Group
Texas
$43.2K
CAM
1704
Chesapeake Asset Management
New York
$43K
CIAM
1705
Caitong International Asset Management
Hong Kong
$41.6K
WA
1706
WPG Advisers
Maryland
$40.6K
RF
1707
Rossby Financial
Florida
$40.6K
WWM
1708
Wolff Wiese Magana
California
$40K
SC
1709
Swan Capital
Florida
$39.4K
FC
1710
Fairscale Capital
New Hampshire
$38.9K
GBT
1711
Grove Bank & Trust
Florida
$38.8K
TWD
1712
True Wealth Design
Ohio
$38.5K
WAS
1713
Winch Advisory Services
Wisconsin
$38.1K
PH
1714
Pinnacle Holdings
Oklahoma
$37.2K
CT
1715
Clearstead Trust
Maine
$36.2K
CH
1716
Canton Hathaway
Rhode Island
$36K
AW
1717
Avion Wealth
Texas
$36K
NECFA
1718
New England Capital Financial Advisors
Connecticut
$35.8K
PCFFS
1719
Pacific Center for Financial Services
California
$35.5K
CA
1720
Centerpoint Advisors
Massachusetts
$35K
AWM
1721
Abound Wealth Management
Tennessee
$33.8K
EIM
1722
Essex Investment Management
Massachusetts
$33.7K
RAM
1723
Ramirez Asset Management
New York
$33.4K
GKIM
1724
GW&K Investment Management
Massachusetts
$33K
HNB
1725
Hilltop National Bank
Wyoming
$32K