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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
CWM
1801
Consultiva Wealth Management
Puerto Rico
$18K
EWM
1802
Evolution Wealth Management
Florida
$17.6K +$19.1K +211 New
FRA
1803
Front Row Advisors
California
$17.5K
FDCP
1804
Foster Dykema Cabot & Partners
Massachusetts
$17.5K +$5.43K +60 +40%
OP
1805
ORG Partners
Indiana
$17.1K +$362 +4 +2%
TCM
1806
TruNorth Capital Management
Michigan
$16.9K
SNB
1807
Security National Bank
Nebraska
$16.7K
WBC
1808
West Branch Capital
Massachusetts
$16.7K +$1.81K +20 +11%
QWM
1809
Quaker Wealth Management
New Jersey
$16.6K +$543 +6 +3%
T
1810
TOBAM
France
$16K
MBFW
1811
Morton Brown Family Wealth
Pennsylvania
$15.2K -$8.51K -94 -34%
RTL
1812
Red Tortoise LLC
Georgia
$14.2K +$272 +3 +2%
APW
1813
Aventura Private Wealth
Florida
$14K -$2.45K -27 -14%
TWM
1814
Tripletail Wealth Management
Florida
$14K +$14.6K +161 New
CAM
1815
Creekmur Asset Management
Illinois
$13.9K
AWM
1816
Activest Wealth Management
Florida
$13.9K -$634 -7 -4%
TIM
1817
Thompson Investment Management
Wisconsin
$13.5K +$4.8K +53 +49%
DF
1818
Dunhill Financial
United Kingdom
$13.5K -$9.69K -107 -40%
HHMI
1819
Howard Hughes Medical Institute
Maryland
$13.2K
W
1820
WealthCollab
Washington
$12.9K
WOSD
1821
WFA of San Diego
California
$12.9K
TCM
1822
TD Capital Management
Tennessee
$12.8K -$5.62K -62 -29%
ZBNA
1823
Zions Bancorporation, National Association
Utah
$12.6K -$2.82M -31,096 -100%
CH
1824
Cromwell Holdings
Wyoming
$12.3K -$199K -2,193 -94%
CWM
1825
Cranbrook Wealth Management
Michigan
$12.3K +$13.3K +147 New