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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
CT
1726
Clearstead Trust
Maine
$36.2K
CH
1727
Canton Hathaway
Rhode Island
$36K
AW
1728
Avion Wealth
Texas
$36K
NECFA
1729
New England Capital Financial Advisors
Connecticut
$35.8K
PCFFS
1730
Pacific Center for Financial Services
California
$35.5K
CA
1731
Centerpoint Advisors
Massachusetts
$35K
AWM
1732
Abound Wealth Management
Tennessee
$33.8K
EIM
1733
Essex Investment Management
Massachusetts
$33.7K
RAM
1734
Ramirez Asset Management
New York
$33.4K
GKIM
1735
GW&K Investment Management
Massachusetts
$33K
HNB
1736
Hilltop National Bank
Wyoming
$32K
LC
1737
Lavaca Capital
Texas
$31.7K
JFA
1738
JNBA Financial Advisors
Minnesota
$31.7K
PWA
1739
Physician Wealth Advisors
Utah
$31.4K
GK
1740
Graney & King
New York
$31.3K
AEPWM
1741
Atlantic Edge Private Wealth Management
Florida
$31.2K
JGCM
1742
Joseph Group Capital Management
Ohio
$30.5K
STB
1743
S&T Bank
Pennsylvania
$30.4K
RWM
1744
RMG Wealth Management
Wisconsin
$30.3K
AFG
1745
Albion Financial Group
Utah
$30.1K
DIP
1746
DT Investment Partners
Pennsylvania
$29.8K
EWM
1747
Evermay Wealth Management
Virginia
$29.7K
ABWM
1748
Alpine Bank Wealth Management
Colorado
$29.5K
RCM
1749
Richardson Capital Management
Wisconsin
$29.2K
FUBT
1750
First United Bank & Trust
Maryland
$28.8K