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United Parcel Service

1,913 hedge funds and large institutions have $39.4B invested in United Parcel Service in 2025 Q3 according to their latest regulatory filings, with 146 funds opening new positions, 738 increasing their positions, 838 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:

12% less repeat investments, than reductions

Existing positions increased: 738 | Existing positions reduced: 838

22% less capital invested

Capital invested by funds: $50.3B → $39.4B (-$11B)

47% less first-time investments, than exits

New positions opened: 146 | Existing positions closed: 278

Holders
1,913
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
MEG
1776
Millstone Evans Group
Colorado
$19.4K
SIC
1777
SJS Investment Consulting
Ohio
$19.4K
SC
1778
Stephens Consulting
Michigan
$18.6K
FDW
1779
Fourth Dimension Wealth
Ohio
$18K
CWM
1780
Consultiva Wealth Management
Puerto Rico
$18K
EWM
1781
Evolution Wealth Management
Florida
$17.6K
FRA
1782
Front Row Advisors
California
$17.5K
FDCP
1783
Foster Dykema Cabot & Partners
Massachusetts
$17.5K
OP
1784
ORG Partners
Indiana
$17.1K
TCM
1785
TruNorth Capital Management
Michigan
$16.9K
SNB
1786
Security National Bank
Nebraska
$16.7K
WBC
1787
West Branch Capital
Massachusetts
$16.7K
QWM
1788
Quaker Wealth Management
New Jersey
$16.6K
T
1789
TOBAM
France
$16K
MBFW
1790
Morton Brown Family Wealth
Pennsylvania
$15.2K
RTL
1791
Red Tortoise LLC
Georgia
$14.2K
APW
1792
Aventura Private Wealth
Florida
$14K
TWM
1793
Tripletail Wealth Management
Florida
$14K
CAM
1794
Creekmur Asset Management
Illinois
$13.9K
AWM
1795
Activest Wealth Management
Florida
$13.9K
TIM
1796
Thompson Investment Management
Wisconsin
$13.5K
DF
1797
Dunhill Financial
United Kingdom
$13.5K
HHMI
1798
Howard Hughes Medical Institute
Maryland
$13.2K
W
1799
WealthCollab
Washington
$12.9K
TCM
1800
TD Capital Management
Tennessee
$12.8K