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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
BWAM
1851
Boyd Watterson Asset Management
Ohio
$4.76K
PA
1852
Pineridge Advisors
Missouri
$4.45K
LC
1853
Luminist Capital
Michigan
$4.22K
MFT
1854
Moisand Fitzgerald Tamayo
Florida
$4.18K
CB
1855
Centennial Bank
Arkansas
$4.18K
CFS
1856
CGC Financial Services
Oregon
$4.18K
CWA
1857
Carolina Wealth Advisors
South Carolina
$4.18K
1IA
1858
1620 Investment Advisors
Massachusetts
$4.01K
KFA
1859
Kelleher Financial Advisors
New York
$4.01K
Q1WB
1860
Quest 10 Wealth Builders
Virginia
$4K
CCM
1861
Cloud Capital Management
Washington
$4K
GWSG
1862
GPS Wealth Strategies Group
Colorado
$3.94K
GA
1863
Guerra Advisors
Florida
$3.9K
HCMG
1864
Howard Capital Management Group
California
$3.84K
SRCM
1865
Signature Resources Capital Management
California
$3.76K
CIAS
1866
CBIZ Investment Advisory Services
Ohio
$3.67K
VWA
1867
Valued Wealth Advisors
Utah
$3.67K
HHGA
1868
Halbert Hargrove Global Advisors
California
$3.34K
ECM
1869
Estabrook Capital Management
New York
$3.34K
SWIM
1870
Smallwood Wealth Investment Management
New Jersey
$3.26K
BHWM
1871
Bay Harbor Wealth Management
Maryland
$2.92K
CJ
1872
Caitlin John
Michigan
$2.81K
NOI
1873
Newton One Investments
Delaware
$2.75K
TIM
1874
Tortoise Investment Management
New York
$2.67K
DWM
1875
Dogwood Wealth Management
Kansas
$2.59K