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United Parcel Service

1,913 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, 738 increasing their positions, 838 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: 738 | Existing positions reduced: 838

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
1,913
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
LC
1726
Lavaca Capital
Texas
$31.7K
JFA
1727
JNBA Financial Advisors
Minnesota
$31.7K
PWA
1728
Physician Wealth Advisors
Utah
$31.4K
GK
1729
Graney & King
New York
$31.3K
AEPWM
1730
Atlantic Edge Private Wealth Management
Florida
$31.2K
JGCM
1731
Joseph Group Capital Management
Ohio
$30.5K
STB
1732
S&T Bank
Pennsylvania
$30.4K
RWM
1733
RMG Wealth Management
Wisconsin
$30.3K
AFG
1734
Albion Financial Group
Utah
$30.1K
DIP
1735
DT Investment Partners
Pennsylvania
$29.8K
EWM
1736
Evermay Wealth Management
Virginia
$29.7K
ABWM
1737
Alpine Bank Wealth Management
Colorado
$29.5K
RCM
1738
Richardson Capital Management
Wisconsin
$29.2K
FUBT
1739
First United Bank & Trust
Maryland
$28.8K
EPIM
1740
Evelyn Partners Investment Management
$28.1K
ETS
1741
ESL Trust Services
New York
$28K
PP
1742
Pingora Partners
Wyoming
$28K
WW
1743
Winnow Wealth
Texas
$27.9K
SIC
1744
Salem Investment Counselors
North Carolina
$27.1K
Acadian Asset Management
1745
Acadian Asset Management
Massachusetts
$26K
PP
1746
Pacifica Partners
Canada
$25.9K
T
1747
Tidemark
California
$25.9K
BAM
1748
Byrne Asset Management
New Jersey
$25.5K
NFSG
1749
Newbridge Financial Services Group
Florida
$25.3K
FNWA
1750
Financial Network Wealth Advisors
Utah
$25K