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United Parcel Service

1,901 hedge funds and large institutions have $39.3B invested in United Parcel Service in 2025 Q3 according to their latest regulatory filings, with 146 funds opening new positions, 735 increasing their positions, 830 reducing their positions, and 276 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: 735 | Existing positions reduced: 830

22% less capital invested

Capital invested by funds: $50.3B → $39.3B (-$10.9B)

47% less first-time investments, than exits

New positions opened: 146 | Existing positions closed: 276

Holders
1,901
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
GA
1851
Guerra Advisors
Florida
$3.9K
HCMG
1852
Howard Capital Management Group
California
$3.84K
SRCM
1853
Signature Resources Capital Management
California
$3.76K
CIAS
1854
CBIZ Investment Advisory Services
Ohio
$3.67K
VWA
1855
Valued Wealth Advisors
Utah
$3.67K
HHGA
1856
Halbert Hargrove Global Advisors
California
$3.34K
ECM
1857
Estabrook Capital Management
New York
$3.34K
SWIM
1858
Smallwood Wealth Investment Management
New Jersey
$3.26K
BHWM
1859
Bay Harbor Wealth Management
Maryland
$2.92K
CJ
1860
Caitlin John
Michigan
$2.81K
NOI
1861
Newton One Investments
Delaware
$2.75K
TIM
1862
Tortoise Investment Management
New York
$2.67K
DWM
1863
Dogwood Wealth Management
Kansas
$2.59K
CWM
1864
Cedar Wealth Management
California
$2.56K
NCM
1865
Northwest Capital Management
Oregon
$2.53K
FFC
1866
First Financial Corp
Indiana
$2.42K
WWA
1867
Wealth Watch Advisors
Colorado
$2.25K
TCA
1868
Trifecta Capital Advisors
Illinois
$2.09K
LWA
1869
Lowe Wealth Advisors
Maryland
$2.09K
MLA
1870
MB, Levis & Associates
Pennsylvania
$2.09K
NWM
1871
Nova Wealth Management
Florida
$2.09K
AFWM
1872
Abich Financial Wealth Management
Virginia
$2.09K
WPA
1873
Wealth Preservation Advisors
Tennessee
$2K
FCG
1874
Financial Connections Group
California
$2K
PWMG
1875
Private Wealth Management Group
New Jersey
$1.92K