UPS icon

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
DIP
1726
DT Investment Partners
Pennsylvania
$29.8K
EWM
1727
Evermay Wealth Management
Virginia
$29.7K
ABWM
1728
Alpine Bank Wealth Management
Colorado
$29.5K
RCM
1729
Richardson Capital Management
Wisconsin
$29.2K
FUBT
1730
First United Bank & Trust
Maryland
$28.8K
EPIM
1731
Evelyn Partners Investment Management
$28.1K
ETS
1732
ESL Trust Services
New York
$28K
PP
1733
Pingora Partners
Wyoming
$28K
WW
1734
Winnow Wealth
Texas
$27.9K
SIC
1735
Salem Investment Counselors
North Carolina
$27.1K
Acadian Asset Management
1736
Acadian Asset Management
Massachusetts
$26K
PP
1737
Pacifica Partners
Canada
$25.9K
T
1738
Tidemark
California
$25.9K
BAM
1739
Byrne Asset Management
New Jersey
$25.5K
NFSG
1740
Newbridge Financial Services Group
Florida
$25.3K
FNWA
1741
Financial Network Wealth Advisors
Utah
$25K
S
1742
Sachetta
Massachusetts
$24.7K
PPA
1743
Painted Porch Advisors
California
$24.3K
VWWMG
1744
Vermillion & White Wealth Management Group
Pennsylvania
$24.1K
OAJ
1745
Ogorek Anthony Joseph
New York
$24K
FWM
1746
FSA Wealth Management
Massachusetts
$23.8K
HFS
1747
Hopwood Financial Services
Virginia
$23.7K
FGAM
1748
Financial Gravity Asset Management
Texas
$23.3K
TFGT
1749
TS Financial Group (TSFG)
Illinois
$23K
IA
1750
IFS Advisors
Kansas
$22.9K