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United Parcel Service

1,914 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, 739 increasing their positions, 837 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: 739 | Existing positions reduced: 837

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
1,914
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
GTAM
1826
Global Trust Asset Management
Florida
$8.35K
MAM
1827
Marquette Asset Management
Minnesota
$8.27K
HWP
1828
Highline Wealth Partners
California
$8.03K
BFS
1829
Burkett Financial Services
South Carolina
$8K
MAM
1830
Meeder Asset Management
Ohio
$7.85K
LWMI
1831
Legacy Wealth Management (Idaho)
Idaho
$7.35K
CA
1832
Crewe Advisors
Utah
$6.93K
YP
1833
YANKCOM Partnership
South Dakota
$6.93K
CPG
1834
Cornerstone Planning Group
New Jersey
$6.87K
WA
1835
Westfuller Advisors
New York
$6.86K
FWA
1836
Flagship Wealth Advisors
Massachusetts
$6.85K
BFS
1837
Bare Financial Services
Pennsylvania
$6.77K
TSMHT
1838
Thurston Springer Miller Herd & Titak
Indiana
$6.35K
MHR
1839
Matthew Hamilton Rosenberg
$6.26K
FMP
1840
Financial Management Professionals
Texas
$6.26K
HFS
1841
Hughes Financial Services
Virginia
$6.24K
EAM
1842
Eukles Asset Management
Ohio
$6.1K
FCAS
1843
First Command Advisory Services
Texas
$5.85K
GC
1844
Gould Capital
Washington
$5.85K
UBP
1845
Union Bancaire Privee
Switzerland
$5.69K
SA
1846
Strategic Advocates
Utah
$5.69K
FMB
1847
Field & Main Bank
Kentucky
$5.43K
BIA
1848
Bell Investment Advisors
California
$5.35K
KA
1849
Kozak & Associates
Colorado
$5.05K
FIA
1850
FNY Investment Advisers
New York
$5K