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United Parcel Service

1,901 hedge funds and large institutions have $39.3B invested in United Parcel Service in 2025 Q3 according to their latest regulatory filings, with 146 funds opening new positions, 735 increasing their positions, 830 reducing their positions, and 276 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: 735 | Existing positions reduced: 830

22% less capital invested

Capital invested by funds: $50.3B → $39.3B (-$10.9B)

47% less first-time investments, than exits

New positions opened: 146 | Existing positions closed: 276

Holders
1,901
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
TCM
1776
TruNorth Capital Management
Michigan
$16.9K
SNB
1777
Security National Bank
Nebraska
$16.7K
WBC
1778
West Branch Capital
Massachusetts
$16.7K
QWM
1779
Quaker Wealth Management
New Jersey
$16.6K
T
1780
TOBAM
France
$16K
MBFW
1781
Morton Brown Family Wealth
Pennsylvania
$15.2K
RTL
1782
Red Tortoise LLC
Georgia
$14.2K
TWM
1783
Tripletail Wealth Management
Florida
$14K
CAM
1784
Creekmur Asset Management
Illinois
$13.9K
AWM
1785
Activest Wealth Management
Florida
$13.9K
TIM
1786
Thompson Investment Management
Wisconsin
$13.5K
DF
1787
Dunhill Financial
United Kingdom
$13.5K
HHMI
1788
Howard Hughes Medical Institute
Maryland
$13.2K
W
1789
WealthCollab
Washington
$12.9K
TCM
1790
TD Capital Management
Tennessee
$12.8K
ZBNA
1791
Zions Bancorporation, National Association
Utah
$12.6K
CH
1792
Cromwell Holdings
Wyoming
$12.3K
CWM
1793
Cranbrook Wealth Management
Michigan
$12.3K
CMP
1794
Coston McIsaac & Partners
Maine
$12K
BL
1795
BFSG LLC
California
$11.7K
HWM
1796
HighMark Wealth Management
Minnesota
$11.6K
PG
1797
Proffitt & Goodson
Tennessee
$11.6K
CMA
1798
Cedar Mountain Advisors
Oregon
$11.4K
WIM
1799
Westside Investment Management
California
$11.4K
PWMG
1800
Prestige Wealth Management Group
New Jersey
$11.3K