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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
CMP
1826
Coston McIsaac & Partners
Maine
$12K +$91 +1 +0.7%
BL
1827
BFSG LLC
California
$11.7K
HWM
1828
HighMark Wealth Management
Minnesota
$11.6K +$3.62K +40 +40%
PG
1829
Proffitt & Goodson
Tennessee
$11.6K +$12.6K +139 New
CMA
1830
Cedar Mountain Advisors
Oregon
$11.4K +$6.07K +67 +96%
WIM
1831
Westside Investment Management
California
$11.4K -$74.6K -824 -86%
PWMG
1832
Prestige Wealth Management Group
New Jersey
$11.3K -$1.72K -19 -12%
SWP
1833
SIMA Wealth Partners
Virginia
$11.2K +$1.99K +22 +20%
AT
1834
Avalon Trust
New Mexico
$11.2K
PGAM
1835
Princeton Global Asset Management
New Jersey
$11.1K
HWM
1836
Hemington Wealth Management
Virginia
$11K -$13K -144 -51%
DFC
1837
DB Fitzpatrick & Co
Idaho
$10.8K
FFL
1838
Financial Freedom LLC
Ohio
$10.4K
AA
1839
Addison Advisors
Vermont
$10K -$97.9K -1,081 -90%
IRAG
1840
Investment Research & Advisory Group
Georgia
$9.52K
ANBT
1841
American National Bank & Trust
Texas
$9.27K -$303K -3,340 -97%
MAM
1842
MMA Asset Management
Pennsylvania
$9.24K +$10.1K +111 New
CW
1843
Curio Wealth
Maryland
$9.19K
EWP
1844
Elevation Wealth Partners
California
$9.11K +$3.53K +39 +56%
HIMS
1845
Hager Investment Management Services
New Hampshire
$8.77K
AWM
1846
AllSquare Wealth Management
New York
$8.69K
HFS
1847
Horizon Financial Services
North Carolina
$8.52K +$1.09K +12 +13%
ATC
1848
Advantage Trust Company
Kansas
$8.35K -$45.3K -500 -83%
GTAM
1849
Global Trust Asset Management
Florida
$8.35K -$12.7K -140 -58%
MAM
1850
Marquette Asset Management
Minnesota
$8.27K +$6.43K +71 +254%