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United Parcel Service

1,927 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, 747 increasing their positions, 841 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: 747 | Existing positions reduced: 841

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
1,927
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
AA
1826
Addison Advisors
Vermont
$10K
IRAG
1827
Investment Research & Advisory Group
Georgia
$9.52K
ANBT
1828
American National Bank & Trust
Texas
$9.27K
MAM
1829
MMA Asset Management
Pennsylvania
$9.24K
CW
1830
Curio Wealth
Maryland
$9.19K
EWP
1831
Elevation Wealth Partners
California
$9.11K
HIMS
1832
Hager Investment Management Services
New Hampshire
$8.77K
AWM
1833
AllSquare Wealth Management
New York
$8.69K
HFS
1834
Horizon Financial Services
North Carolina
$8.52K
ATC
1835
Advantage Trust Company
Kansas
$8.35K
GTAM
1836
Global Trust Asset Management
Florida
$8.35K
MAM
1837
Marquette Asset Management
Minnesota
$8.27K
HWP
1838
Highline Wealth Partners
California
$8.03K
BFS
1839
Burkett Financial Services
South Carolina
$8K
MAM
1840
Meeder Asset Management
Ohio
$7.85K
LWMI
1841
Legacy Wealth Management (Idaho)
Idaho
$7.35K
CA
1842
Crewe Advisors
Utah
$6.93K
YP
1843
YANKCOM Partnership
South Dakota
$6.93K
CPG
1844
Cornerstone Planning Group
New Jersey
$6.87K
WA
1845
Westfuller Advisors
New York
$6.86K
FWA
1846
Flagship Wealth Advisors
Massachusetts
$6.85K
BFS
1847
Bare Financial Services
Pennsylvania
$6.77K
TSMHT
1848
Thurston Springer Miller Herd & Titak
Indiana
$6.35K
MHR
1849
Matthew Hamilton Rosenberg
$6.26K
FMP
1850
Financial Management Professionals
Texas
$6.26K