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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
FIA
1876
FNY Investment Advisers
New York
$5K -$24.9K -275 -79%
BWAM
1877
Boyd Watterson Asset Management
Ohio
$4.76K -$1.81K -20 -26%
PA
1878
Pineridge Advisors
Missouri
$4.45K +$91 +1 +2%
LC
1879
Luminist Capital
Michigan
$4.22K
MFT
1880
Moisand Fitzgerald Tamayo
Florida
$4.18K -$5.62K -62 -55%
CWA
1881
Carolina Wealth Advisors
South Carolina
$4.18K
CB
1882
Centennial Bank
Arkansas
$4.18K
CFS
1883
CGC Financial Services
Oregon
$4.18K
KPP
1884
Kings Path Partners
Texas
$4.18K +$4.53K +50 New
1IA
1885
1620 Investment Advisors
Massachusetts
$4.01K
KFA
1886
Kelleher Financial Advisors
New York
$4.01K +$4.35K +48 New
Q1WB
1887
Quest 10 Wealth Builders
Virginia
$4K +$91 +1 +2%
CCM
1888
Cloud Capital Management
Washington
$4K +$4.89K +54 New
GWSG
1889
GPS Wealth Strategies Group
Colorado
$3.94K -$6.16K -68 -59%
GA
1890
Guerra Advisors
Florida
$3.9K +$4.26K +47 New
HCMG
1891
Howard Capital Management Group
California
$3.84K
SRCM
1892
Signature Resources Capital Management
California
$3.76K
CIAS
1893
CBIZ Investment Advisory Services
Ohio
$3.67K -$16.9K -187 -81%
VWA
1894
Valued Wealth Advisors
Utah
$3.67K -$9.42K -104 -70%
HHGA
1895
Halbert Hargrove Global Advisors
California
$3.34K +$3.62K +40 New
ECM
1896
Estabrook Capital Management
New York
$3.34K
SWIM
1897
Smallwood Wealth Investment Management
New Jersey
$3.26K
BHWM
1898
Bay Harbor Wealth Management
Maryland
$2.92K +$1.45K +16 +84%
CJ
1899
Caitlin John
Michigan
$2.81K +$3.08K +34 New
PWA
1900
Principia Wealth Advisory
Texas
$2.76K +$272 +3 +10%