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United Parcel Service

1,930 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, 748 increasing their positions, 842 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: 748 | Existing positions reduced: 842

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
1,930
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
MBFW
1801
Morton Brown Family Wealth
Pennsylvania
$15.2K
RTL
1802
Red Tortoise LLC
Georgia
$14.2K
APW
1803
Aventura Private Wealth
Florida
$14K
TWM
1804
Tripletail Wealth Management
Florida
$14K
CAM
1805
Creekmur Asset Management
Illinois
$13.9K
AWM
1806
Activest Wealth Management
Florida
$13.9K
TIM
1807
Thompson Investment Management
Wisconsin
$13.5K
DF
1808
Dunhill Financial
United Kingdom
$13.5K
HHMI
1809
Howard Hughes Medical Institute
Maryland
$13.2K
W
1810
WealthCollab
Washington
$12.9K
WOSD
1811
WFA of San Diego
California
$12.9K
TCM
1812
TD Capital Management
Tennessee
$12.8K
ZBNA
1813
Zions Bancorporation, National Association
Utah
$12.6K
CH
1814
Cromwell Holdings
Wyoming
$12.3K
CWM
1815
Cranbrook Wealth Management
Michigan
$12.3K
CMP
1816
Coston McIsaac & Partners
Maine
$12K
BL
1817
BFSG LLC
California
$11.7K
HWM
1818
HighMark Wealth Management
Minnesota
$11.6K
PG
1819
Proffitt & Goodson
Tennessee
$11.6K
CMA
1820
Cedar Mountain Advisors
Oregon
$11.4K
WIM
1821
Westside Investment Management
California
$11.4K
PWMG
1822
Prestige Wealth Management Group
New Jersey
$11.3K
AT
1823
Avalon Trust
New Mexico
$11.2K
PGAM
1824
Princeton Global Asset Management
New Jersey
$11.1K
HWM
1825
Hemington Wealth Management
Virginia
$11K