UPS icon

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
KSB
1776
Kennebec Savings Bank
Maine
$20.6K
VWA
1777
VSM Wealth Advisory
Maryland
$20.3K
MSWA
1778
Marshall & Sterling Wealth Advisors
New York
$20.1K
VNA
1779
Valley National Advisers
Pennsylvania
$20K
AIA
1780
Aventus Investment Advisors
Florida
$19.9K
GWP
1781
Gen-Wealth Partners
Michigan
$19.7K
MTIC
1782
Missouri Trust & Investment Company
Missouri
$19.6K
SP
1783
Saranac Partners
$19.4K
MEG
1784
Millstone Evans Group
Colorado
$19.4K
SIC
1785
SJS Investment Consulting
Ohio
$19.4K
MCM
1786
MV Capital Management
Maryland
$18.8K
SC
1787
Stephens Consulting
Michigan
$18.6K
FDW
1788
Fourth Dimension Wealth
Ohio
$18K
CWM
1789
Consultiva Wealth Management
Puerto Rico
$18K
EWM
1790
Evolution Wealth Management
Florida
$17.6K
FRA
1791
Front Row Advisors
California
$17.5K
FDCP
1792
Foster Dykema Cabot & Partners
Massachusetts
$17.5K
OP
1793
ORG Partners
Indiana
$17.1K
TCM
1794
TruNorth Capital Management
Michigan
$16.9K
SNB
1795
Security National Bank
Nebraska
$16.7K
WBC
1796
West Branch Capital
Massachusetts
$16.7K
QWM
1797
Quaker Wealth Management
New Jersey
$16.6K
T
1798
TOBAM
France
$16K
MBFW
1799
Morton Brown Family Wealth
Pennsylvania
$15.2K
RTL
1800
Red Tortoise LLC
Georgia
$14.2K