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United Parcel Service

1,927 hedge funds and large institutions have $39.4B invested in United Parcel Service in 2025 Q3 according to their latest regulatory filings, with 145 funds opening new positions, 747 increasing their positions, 841 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:

11% less repeat investments, than reductions

Existing positions increased: 747 | Existing positions reduced: 841

22% less capital invested

Capital invested by funds: $50.5B → $39.4B (-$11.1B)

48% less first-time investments, than exits

New positions opened: 145 | Existing positions closed: 278

Holders
1,927
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 +$373M
2 +$255M
3 +$119M
4
UBS Group
UBS Group
Switzerland
+$104M
5
Morgan Stanley
Morgan Stanley
New York
+$92.3M

Top Sellers

1 -$443M
2 -$366M
3 -$352M
4
Goldman Sachs
Goldman Sachs
New York
-$227M
5
BlackRock
BlackRock
New York
-$176M
Name Holding Trade Value Shares
Change
Change in
Stake
HCMG
1876
Howard Capital Management Group
California
$3.84K
SRCM
1877
Signature Resources Capital Management
California
$3.76K
CIAS
1878
CBIZ Investment Advisory Services
Ohio
$3.67K
VWA
1879
Valued Wealth Advisors
Utah
$3.67K
HHGA
1880
Halbert Hargrove Global Advisors
California
$3.34K
ECM
1881
Estabrook Capital Management
New York
$3.34K
SWIM
1882
Smallwood Wealth Investment Management
New Jersey
$3.26K
BHWM
1883
Bay Harbor Wealth Management
Maryland
$2.92K
CJ
1884
Caitlin John
Michigan
$2.81K
PWA
1885
Principia Wealth Advisory
Texas
$2.76K
NOI
1886
Newton One Investments
Delaware
$2.75K
TIM
1887
Tortoise Investment Management
New York
$2.67K
DWM
1888
Dogwood Wealth Management
Kansas
$2.59K
CWM
1889
Cedar Wealth Management
California
$2.56K
NCM
1890
Northwest Capital Management
Oregon
$2.53K
FFC
1891
First Financial Corp
Indiana
$2.42K
WWA
1892
Wealth Watch Advisors
Colorado
$2.25K
TCA
1893
Trifecta Capital Advisors
Illinois
$2.09K
MLA
1894
MB, Levis & Associates
Pennsylvania
$2.09K
LWA
1895
Lowe Wealth Advisors
Maryland
$2.09K
NWM
1896
Nova Wealth Management
Florida
$2.09K
AFWM
1897
Abich Financial Wealth Management
Virginia
$2.09K
WPA
1898
Wealth Preservation Advisors
Tennessee
$2K
FCG
1899
Financial Connections Group
California
$2K
PWMG
1900
Private Wealth Management Group
New Jersey
$1.92K