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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
NOI
1901
Newton One Investments
Delaware
$2.75K +$91 +1 +3%
TIM
1902
Tortoise Investment Management
New York
$2.67K -$2.26K -25 -44%
DWM
1903
Dogwood Wealth Management
Kansas
$2.59K -$1.9K -21 -40%
CWM
1904
Cedar Wealth Management
California
$2.56K
NCM
1905
Northwest Capital Management
Oregon
$2.53K
FFC
1906
First Financial Corp
Indiana
$2.42K
WWA
1907
Wealth Watch Advisors
Colorado
$2.25K +$2.45K +27 New
TCA
1908
Trifecta Capital Advisors
Illinois
$2.09K
LWA
1909
Lowe Wealth Advisors
Maryland
$2.09K
MLA
1910
MB, Levis & Associates
Pennsylvania
$2.09K
NWM
1911
Nova Wealth Management
Florida
$2.09K +$1.54K +17 +213%
AFWM
1912
Abich Financial Wealth Management
Virginia
$2.09K +$2.26K +25 New
WPA
1913
Wealth Preservation Advisors
Tennessee
$2K -$2.99K -33 -58%
FCG
1914
Financial Connections Group
California
$2K -$6.07K -67 -68%
PWMG
1915
Private Wealth Management Group
New Jersey
$1.92K -$7.16K -79 -77%
GG
1916
Gleason Group
Kentucky
$1.84K -$620K -6,842 -100%
HIW
1917
Holos Integrated Wealth
Pennsylvania
$1.82K
BCPWM
1918
Bradley & Co Private Wealth Management
Florida
$1.75K
AP
1919
Atwood & Palmer
Missouri
$1.67K
CMBA
1920
C.M. Bidwell & Associates
Hawaii
$1.67K +$1.81K +20 New
AP
1921
Aspect Partners
Virginia
$1.59K -$725 -8 -30%
1NWS
1922
1 North Wealth Services
Maryland
$1.59K
HC
1923
Hara Capital
Washington
$1.5K
PS
1924
PayPay Securities
Japan
$1.5K -$181 -2 -10%
MSG
1925
Main Street Group
Virginia
$1.34K