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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
AT
1801
Avalon Trust
New Mexico
$11.2K
PGAM
1802
Princeton Global Asset Management
New Jersey
$11.1K
HWM
1803
Hemington Wealth Management
Virginia
$11K
DFC
1804
DB Fitzpatrick & Co
Idaho
$10.8K
FFL
1805
Financial Freedom LLC
Ohio
$10.4K
AA
1806
Addison Advisors
Vermont
$10K
IRAG
1807
Investment Research & Advisory Group
Georgia
$9.52K
ANBT
1808
American National Bank & Trust
Texas
$9.27K
MAM
1809
MMA Asset Management
Pennsylvania
$9.24K
CW
1810
Curio Wealth
Maryland
$9.19K
EWP
1811
Elevation Wealth Partners
California
$9.11K
HIMS
1812
Hager Investment Management Services
New Hampshire
$8.77K
HFS
1813
Horizon Financial Services
North Carolina
$8.52K
ATC
1814
Advantage Trust Company
Kansas
$8.35K
GTAM
1815
Global Trust Asset Management
Florida
$8.35K
MAM
1816
Marquette Asset Management
Minnesota
$8.27K
HWP
1817
Highline Wealth Partners
California
$8.03K
BFS
1818
Burkett Financial Services
South Carolina
$8K
MAM
1819
Meeder Asset Management
Ohio
$7.85K
LWMI
1820
Legacy Wealth Management (Idaho)
Idaho
$7.35K
CA
1821
Crewe Advisors
Utah
$6.93K
YP
1822
YANKCOM Partnership
South Dakota
$6.93K
CPG
1823
Cornerstone Planning Group
New Jersey
$6.87K
WA
1824
Westfuller Advisors
New York
$6.86K
FWA
1825
Flagship Wealth Advisors
Massachusetts
$6.85K