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United Parcel Service

1,930 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, 748 increasing their positions, 842 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: 748 | Existing positions reduced: 842

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
1,930
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
CCM
1876
Cloud Capital Management
Washington
$4K
GWSG
1877
GPS Wealth Strategies Group
Colorado
$3.94K
GA
1878
Guerra Advisors
Florida
$3.9K
HCMG
1879
Howard Capital Management Group
California
$3.84K
SRCM
1880
Signature Resources Capital Management
California
$3.76K
CIAS
1881
CBIZ Investment Advisory Services
Ohio
$3.67K
VWA
1882
Valued Wealth Advisors
Utah
$3.67K
HHGA
1883
Halbert Hargrove Global Advisors
California
$3.34K
ECM
1884
Estabrook Capital Management
New York
$3.34K
SWIM
1885
Smallwood Wealth Investment Management
New Jersey
$3.26K
BHWM
1886
Bay Harbor Wealth Management
Maryland
$2.92K
CJ
1887
Caitlin John
Michigan
$2.81K
PWA
1888
Principia Wealth Advisory
Texas
$2.76K
NOI
1889
Newton One Investments
Delaware
$2.75K
TIM
1890
Tortoise Investment Management
New York
$2.67K
DWM
1891
Dogwood Wealth Management
Kansas
$2.59K
CWM
1892
Cedar Wealth Management
California
$2.56K
NCM
1893
Northwest Capital Management
Oregon
$2.53K
FFC
1894
First Financial Corp
Indiana
$2.42K
WWA
1895
Wealth Watch Advisors
Colorado
$2.25K
TCA
1896
Trifecta Capital Advisors
Illinois
$2.09K
MLA
1897
MB, Levis & Associates
Pennsylvania
$2.09K
LWA
1898
Lowe Wealth Advisors
Maryland
$2.09K
NWM
1899
Nova Wealth Management
Florida
$2.09K
AFWM
1900
Abich Financial Wealth Management
Virginia
$2.09K