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United Parcel Service

1,913 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, 738 increasing their positions, 838 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: 738 | Existing positions reduced: 838

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
1,913
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
PA
1851
Pineridge Advisors
Missouri
$4.45K
LC
1852
Luminist Capital
Michigan
$4.22K
MFT
1853
Moisand Fitzgerald Tamayo
Florida
$4.18K
CB
1854
Centennial Bank
Arkansas
$4.18K
CFS
1855
CGC Financial Services
Oregon
$4.18K
CWA
1856
Carolina Wealth Advisors
South Carolina
$4.18K
1IA
1857
1620 Investment Advisors
Massachusetts
$4.01K
KFA
1858
Kelleher Financial Advisors
New York
$4.01K
Q1WB
1859
Quest 10 Wealth Builders
Virginia
$4K
CCM
1860
Cloud Capital Management
Washington
$4K
GWSG
1861
GPS Wealth Strategies Group
Colorado
$3.94K
GA
1862
Guerra Advisors
Florida
$3.9K
HCMG
1863
Howard Capital Management Group
California
$3.84K
SRCM
1864
Signature Resources Capital Management
California
$3.76K
CIAS
1865
CBIZ Investment Advisory Services
Ohio
$3.67K
VWA
1866
Valued Wealth Advisors
Utah
$3.67K
HHGA
1867
Halbert Hargrove Global Advisors
California
$3.34K
ECM
1868
Estabrook Capital Management
New York
$3.34K
SWIM
1869
Smallwood Wealth Investment Management
New Jersey
$3.26K
BHWM
1870
Bay Harbor Wealth Management
Maryland
$2.92K
CJ
1871
Caitlin John
Michigan
$2.81K
NOI
1872
Newton One Investments
Delaware
$2.75K
TIM
1873
Tortoise Investment Management
New York
$2.67K
DWM
1874
Dogwood Wealth Management
Kansas
$2.59K
CWM
1875
Cedar Wealth Management
California
$2.56K