We are live on ! Find out more
UPS icon

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
WA
1726
WPG Advisers
Maryland
$40.6K +$14.2K +157 +48%
RF
1727
Rossby Financial
Florida
$40.6K +$3.26K +36 +8%
WWM
1728
Wolff Wiese Magana
California
$40K -$1.13M -12,456 -96%
SC
1729
Swan Capital
Florida
$39.4K +$725 +8 +2%
FC
1730
Fairscale Capital
New Hampshire
$38.9K
GBT
1731
Grove Bank & Trust
Florida
$38.8K -$141K -1,553 -77%
TWD
1732
True Wealth Design
Ohio
$38.5K -$21.9K -242 -34%
WAS
1733
Winch Advisory Services
Wisconsin
$38.1K +$11.2K +124 +37%
PH
1734
Pinnacle Holdings
Oklahoma
$37.2K
CT
1735
Clearstead Trust
Maine
$36.2K -$3.8K -42 -9%
CH
1736
Canton Hathaway
Rhode Island
$36K
AW
1737
Avion Wealth
Texas
$36K +$29.1K +321 +284%
NECFA
1738
New England Capital Financial Advisors
Connecticut
$35.8K
PCFFS
1739
Pacific Center for Financial Services
California
$35.5K
CA
1740
Centerpoint Advisors
Massachusetts
$35K +$362 +4 +1%
AWM
1741
Abound Wealth Management
Tennessee
$33.8K -$453 -5 -1%
EIM
1742
Essex Investment Management
Massachusetts
$33.7K
RAM
1743
Ramirez Asset Management
New York
$33.4K
GKIM
1744
GW&K Investment Management
Massachusetts
$33K +$2.26K +25 +7%
HNB
1745
Hilltop National Bank
Wyoming
$32K
LC
1746
Lavaca Capital
Texas
$31.7K -$84.5K -933 -71%
JFA
1747
JNBA Financial Advisors
Minnesota
$31.7K +$1.81K +20 +6%
PWA
1748
Physician Wealth Advisors
Utah
$31.4K +$14.8K +163 +77%
GK
1749
Graney & King
New York
$31.3K +$4.62K +51 +16%
AEPWM
1750
Atlantic Edge Private Wealth Management
Florida
$31.2K +$543 +6 +2%