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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
CWM
1876
Cedar Wealth Management
California
$2.56K
NCM
1877
Northwest Capital Management
Oregon
$2.53K
FFC
1878
First Financial Corp
Indiana
$2.42K
WWA
1879
Wealth Watch Advisors
Colorado
$2.25K
TCA
1880
Trifecta Capital Advisors
Illinois
$2.09K
MLA
1881
MB, Levis & Associates
Pennsylvania
$2.09K
LWA
1882
Lowe Wealth Advisors
Maryland
$2.09K
NWM
1883
Nova Wealth Management
Florida
$2.09K
AFWM
1884
Abich Financial Wealth Management
Virginia
$2.09K
WPA
1885
Wealth Preservation Advisors
Tennessee
$2K
FCG
1886
Financial Connections Group
California
$2K
PWMG
1887
Private Wealth Management Group
New Jersey
$1.92K
GG
1888
Gleason Group
Kentucky
$1.84K
HIW
1889
Holos Integrated Wealth
Pennsylvania
$1.82K
BCPWM
1890
Bradley & Co Private Wealth Management
Florida
$1.75K
AP
1891
Atwood & Palmer
Missouri
$1.67K
CMBA
1892
C.M. Bidwell & Associates
Hawaii
$1.67K
AP
1893
Aspect Partners
Virginia
$1.59K
1NWS
1894
1 North Wealth Services
Maryland
$1.59K
HC
1895
Hara Capital
Washington
$1.5K
PS
1896
PayPay Securities
Japan
$1.5K
MSG
1897
Main Street Group
Virginia
$1.34K
NL
1898
NVWM LLC
Pennsylvania
$1.25K
JWM
1899
JPL Wealth Management
Colorado
$1.09K
RJA
1900
Ross\Johnson & Associates
Minnesota
$1.09K