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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
KCM
1976
Kerusso Capital Management
North Carolina
CWM
1977
Cordatus Wealth Management
Pennsylvania
PWP
1978
Precedent Wealth Partners
Texas
FAIM
1979
Financial Advocates Investment Management
Washington
WAM
1980
Wolverine Asset Management
Illinois
HAM
1981
Harmony Asset Management
Arizona
N
1982
Numerai
California
AHB
1983
Abner Herrman & Brock
New Jersey
MTC
1984
Matrix Trust Company
Colorado
GCM
1985
Garland Capital Management
Washington
IGAM
1986
iA Global Asset Management
Quebec, Canada
VCM
1987
Voleon Capital Management
California
CP
1988
Cumberland Partners
Ontario, Canada
BC
1989
Bridgefront Capital
Texas
NAM
1990
NTV Asset Management
West Virginia
HFRG
1991
Houlihan Financial Resource Group
Virginia
ACM
1992
Aurdan Capital Management
Pennsylvania
MCA
1993
MSH Capital Advisors
Arizona
WIS
1994
Wright Investors Service
Connecticut
SCM
1995
SCS Capital Management
Massachusetts
BAM
1996
Belpointe Asset Management
Nevada
RPC
1997
Rossmore Private Capital
Connecticut
CHAM
1998
Clear Harbor Asset Management
Connecticut
WA
1999
Wealth Alliance
New York
JSW
2000
Journey Strategic Wealth
New Jersey