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United Parcel Service

1,930 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, 748 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: 748 | 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
1,930
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
CH
1726
Canton Hathaway
Rhode Island
$36K
AW
1727
Avion Wealth
Texas
$36K
NECFA
1728
New England Capital Financial Advisors
Connecticut
$35.8K
PCFFS
1729
Pacific Center for Financial Services
California
$35.5K
CA
1730
Centerpoint Advisors
Massachusetts
$35K
AWM
1731
Abound Wealth Management
Tennessee
$33.8K
EIM
1732
Essex Investment Management
Massachusetts
$33.7K
RAM
1733
Ramirez Asset Management
New York
$33.4K
GKIM
1734
GW&K Investment Management
Massachusetts
$33K
HNB
1735
Hilltop National Bank
Wyoming
$32K
LC
1736
Lavaca Capital
Texas
$31.7K
JFA
1737
JNBA Financial Advisors
Minnesota
$31.7K
PWA
1738
Physician Wealth Advisors
Utah
$31.4K
GK
1739
Graney & King
New York
$31.3K
AEPWM
1740
Atlantic Edge Private Wealth Management
Florida
$31.2K
JGCM
1741
Joseph Group Capital Management
Ohio
$30.5K
STB
1742
S&T Bank
Pennsylvania
$30.4K
RWM
1743
RMG Wealth Management
Wisconsin
$30.3K
AFG
1744
Albion Financial Group
Utah
$30.1K
DIP
1745
DT Investment Partners
Pennsylvania
$29.8K
EWM
1746
Evermay Wealth Management
Virginia
$29.7K
ABWM
1747
Alpine Bank Wealth Management
Colorado
$29.5K
RCM
1748
Richardson Capital Management
Wisconsin
$29.2K
FUBT
1749
First United Bank & Trust
Maryland
$28.8K
EPIM
1750
Evelyn Partners Investment Management
$28.1K