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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
HWP
1851
Highline Wealth Partners
California
$8.03K +$815 +9 +10%
BFS
1852
Burkett Financial Services
South Carolina
$8K +$181 +2 +2%
MAM
1853
Meeder Asset Management
Ohio
$7.85K +$272 +3 +3%
LWMI
1854
Legacy Wealth Management (Idaho)
Idaho
$7.35K +$7.97K +88 New
CA
1855
Crewe Advisors
Utah
$6.93K -$13.9K -153 -65%
YP
1856
YANKCOM Partnership
South Dakota
$6.93K -$181 -2 -2%
CPG
1857
Cornerstone Planning Group
New Jersey
$6.87K -$15.7K -173 -76%
WA
1858
Westfuller Advisors
New York
$6.86K +$7.43K +82 New
FWA
1859
Flagship Wealth Advisors
Massachusetts
$6.85K +$7.43K +82 New
BFS
1860
Bare Financial Services
Pennsylvania
$6.77K +$996 +11 +16%
TSMHT
1861
Thurston Springer Miller Herd & Titak
Indiana
$6.35K -$298K -3,286 -98%
MHR
1862
Matthew Hamilton Rosenberg
$6.26K -$62K -684 -90%
FMP
1863
Financial Management Professionals
Texas
$6.26K +$6.43K +71 +1,775%
HFS
1864
Hughes Financial Services
Virginia
$6.24K -$1.45K -16 -19%
EAM
1865
Eukles Asset Management
Ohio
$6.1K
EA
1866
Evolution Advisers
Virginia
$6K
KG
1867
Kilter Group
New York
$5.93K -$4.44K -49 -41%
FCAS
1868
First Command Advisory Services
Texas
$5.85K -$9.24K -102 -59%
GC
1869
Gould Capital
Washington
$5.85K
NSG
1870
Nalls Sherbakoff Group
Tennessee
$5.83K +$181 +2 +3%
UBP
1871
Union Bancaire Privee
Switzerland
$5.69K
SA
1872
Strategic Advocates
Utah
$5.69K +$6.16K +68 New
FMB
1873
Field & Main Bank
Kentucky
$5.43K -$28.5K -315 -83%
BIA
1874
Bell Investment Advisors
California
$5.35K -$14.9K -164 -72%
KA
1875
Kozak & Associates
Colorado
$5.05K +$91 +1 +2%