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