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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
JGCM
1751
Joseph Group Capital Management
Ohio
$30.5K +$3.17K +35 +11%
STB
1752
S&T Bank
Pennsylvania
$30.4K -$996 -11 -3%
RWM
1753
RMG Wealth Management
Wisconsin
$30.3K
AFG
1754
Albion Financial Group
Utah
$30.1K -$2.58M -28,487 -99%
DIP
1755
DT Investment Partners
Pennsylvania
$29.8K -$4.53K -50 -12%
EWM
1756
Evermay Wealth Management
Virginia
$29.7K -$17K -188 -35%
ABWM
1757
Alpine Bank Wealth Management
Colorado
$29.5K +$543 +6 +2%
RCM
1758
Richardson Capital Management
Wisconsin
$29.2K
FUBT
1759
First United Bank & Trust
Maryland
$28.8K -$1.81K -20 -5%
EPIM
1760
Evelyn Partners Investment Management
$28.1K
ETS
1761
ESL Trust Services
New York
$28K +$3.17K +35 +12%
PP
1762
Pingora Partners
Wyoming
$28K
WW
1763
Winnow Wealth
Texas
$27.9K -$1.31M -14,505 -98%
SIC
1764
Salem Investment Counselors
North Carolina
$27.1K -$16.4K -181 -36%
Acadian Asset Management
1765
Acadian Asset Management
Massachusetts
$26K -$1.65M -18,271 -98%
PP
1766
Pacifica Partners
Canada
$25.9K -$15.1K -167 -35%
T
1767
Tidemark
California
$25.9K +$453 +5 +2%
BAM
1768
Byrne Asset Management
New Jersey
$25.5K -$12K -133 -30%
NFSG
1769
Newbridge Financial Services Group
Florida
$25.3K -$5.62K -62 -17%
FNWA
1770
Financial Network Wealth Advisors
Utah
$25K +$5.16K +57 +24%
S
1771
Sachetta
Massachusetts
$24.7K -$100K -1,107 -79%
PPA
1772
Painted Porch Advisors
California
$24.3K
VWWMG
1773
Vermillion & White Wealth Management Group
Pennsylvania
$24.1K
OAJ
1774
Ogorek Anthony Joseph
New York
$24K +$4.71K +52 +22%
FWM
1775
FSA Wealth Management
Massachusetts
$23.8K