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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
HIA
1901
HFM Investment Advisors
New Jersey
$1.09K
HDIM
1902
Hanson & Doremus Investment Management
Vermont
$1K
GPFA
1903
Game Plan Financial Advisors
Ohio
$919
JGIA
1904
Jackson Grant Investment Advisers
Connecticut
$835
DCBT
1905
Dakota Community Bank & Trust
North Dakota
$835
RWM
1906
Rialto Wealth Management
New York
$669
KFP
1907
Kerr Financial Planning
California
$665
TPBG
1908
Turning Point Benefit Group
Maryland
$422
EFMH
1909
E Fund Management (HK)
Hong Kong
$418
SA
1910
Seneschal Advisors
Washington
$335
HNW
1911
High Note Wealth
Minnesota
$334
SHIM
1912
Stone House Investment Management
Pennsylvania
$292
CTWM
1913
Cherry Tree Wealth Management
Minnesota
$251
KHC
1914
Koesten Hirschmann & Crabtree
Kansas
$215
Norges Bank
1915
Norges Bank
Norway
Gates Foundation Trust
1916
Gates Foundation Trust
Washington
VPI
1917
Value Partners Investments
Manitoba, Canada
Massachusetts Financial Services
1918
Massachusetts Financial Services
Massachusetts
Point72 Asset Management
1919
Point72 Asset Management
Connecticut
BGIM
1920
Brandywine Global Investment Management
Pennsylvania
Axa
1921
Axa
France
CPSAC
1922
Chas P. Smith & Associates (CPS)
Florida
IG
1923
ING Group
Netherlands
Capital Fund Management (CFM)
1924
Capital Fund Management (CFM)
France
MGAM
1925
McGowan Group Asset Management
Texas