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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
HFS
1776
Hopwood Financial Services
Virginia
$23.7K +$181 +2 +0.7%
FGAM
1777
Financial Gravity Asset Management
Texas
$23.3K +$25.3K +279 New
TFGT
1778
TS Financial Group (TSFG)
Illinois
$23K +$91 +1 +0.4%
IA
1779
IFS Advisors
Kansas
$22.9K
CAC
1780
Core Alternative Capital
Georgia
$22.8K -$7.34K -81 -23%
FCMT
1781
Founders Capital Management (Texas)
Texas
$22.6K
HC
1782
Hurley Capital
New York
$22.3K -$780K -8,609 -97%
FP
1783
Financial Perspectives
Minnesota
$21.3K +$91 +1 +0.4%
GJIA
1784
Glass Jacobson Investment Advisors
Maryland
$21.1K
CNBTD
1785
Citizens National Bank Trust Department
Mississippi
$20.9K
EPIME
1786
Evelyn Partners Investment Management (Europe)
$20.9K
PSB
1787
Piscataqua Savings Bank
New Hampshire
$20.9K
KSB
1788
Kennebec Savings Bank
Maine
$20.6K
VWA
1789
VSM Wealth Advisory
Maryland
$20.3K -$34.1K -376 -61%
MSWA
1790
Marshall & Sterling Wealth Advisors
New York
$20.1K -$1.09K -12 -5%
VNA
1791
Valley National Advisers
Pennsylvania
$20K +$13.4K +148 +161%
AIA
1792
Aventus Investment Advisors
Florida
$19.9K
GWP
1793
Gen-Wealth Partners
Michigan
$19.7K +$1.72K +19 +9%
MTIC
1794
Missouri Trust & Investment Company
Missouri
$19.6K -$22.6K -250 -52%
SP
1795
Saranac Partners
$19.4K +$20.8K +230 New
MEG
1796
Millstone Evans Group
Colorado
$19.4K -$8.42K -93 -29%
SIC
1797
SJS Investment Consulting
Ohio
$19.4K +$19.8K +219 +1,685%
MCM
1798
MV Capital Management
Maryland
$18.8K -$4.08K -45 -17%
SC
1799
Stephens Consulting
Michigan
$18.6K -$2.63K -29 -12%
FDW
1800
Fourth Dimension Wealth
Ohio
$18K -$815 -9 -4%