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United Parcel Service

1,927 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, 747 increasing their positions, 841 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: 747 | Existing positions reduced: 841

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
1,927
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
WW
1751
Winnow Wealth
Texas
$27.9K
SIC
1752
Salem Investment Counselors
North Carolina
$27.1K
Acadian Asset Management
1753
Acadian Asset Management
Massachusetts
$26K
PP
1754
Pacifica Partners
Canada
$25.9K
T
1755
Tidemark
California
$25.9K
BAM
1756
Byrne Asset Management
New Jersey
$25.5K
NFSG
1757
Newbridge Financial Services Group
Florida
$25.3K
FNWA
1758
Financial Network Wealth Advisors
Utah
$25K
S
1759
Sachetta
Massachusetts
$24.7K
PPA
1760
Painted Porch Advisors
California
$24.3K
VWWMG
1761
Vermillion & White Wealth Management Group
Pennsylvania
$24.1K
OAJ
1762
Ogorek Anthony Joseph
New York
$24K
FWM
1763
FSA Wealth Management
Massachusetts
$23.8K
HFS
1764
Hopwood Financial Services
Virginia
$23.7K
FGAM
1765
Financial Gravity Asset Management
Texas
$23.3K
TFGT
1766
TS Financial Group (TSFG)
Illinois
$23K
IA
1767
IFS Advisors
Kansas
$22.9K
CAC
1768
Core Alternative Capital
Georgia
$22.8K
FCMT
1769
Founders Capital Management (Texas)
Texas
$22.6K
HC
1770
Hurley Capital
New York
$22.3K
FP
1771
Financial Perspectives
Minnesota
$21.3K
GJIA
1772
Glass Jacobson Investment Advisors
Maryland
$21.1K
CNBTD
1773
Citizens National Bank Trust Department
Mississippi
$20.9K
PSB
1774
Piscataqua Savings Bank
New Hampshire
$20.9K
EPIME
1775
Evelyn Partners Investment Management (Europe)
$20.9K