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United Parcel Service

1,901 hedge funds and large institutions have $39.3B invested in United Parcel Service in 2025 Q3 according to their latest regulatory filings, with 146 funds opening new positions, 735 increasing their positions, 830 reducing their positions, and 276 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: 735 | Existing positions reduced: 830

22% less capital invested

Capital invested by funds: $50.3B → $39.3B (-$10.9B)

47% less first-time investments, than exits

New positions opened: 146 | Existing positions closed: 276

Holders
1,901
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
SCM
2001
Stevens Capital Management
Pennsylvania
GWCM
2002
Godshalk Welsh Capital Management
Pennsylvania
FCM
2003
Fourpath Capital Management
Oklahoma
EC
2004
Elequin Capital
New York
HWMO
2005
Heritage Wealth Management (Ohio)
Ohio
BFAG
2006
Blackston Financial Advisory Group
Florida
BFW
2007
Brady Family Wealth
Missouri
1C
2008
111 Capital
France
WAG
2009
Windsor Advisory Group
Ohio
LIM
2010
Loudon Investment Management
New Hampshire
RBWA
2011
RFG - Bristol Wealth Advisors
Massachusetts
XWM
2012
Xcel Wealth Management
Florida
SOW
2013
State of Wyoming
Wyoming
AWM
2014
Aviso Wealth Management
Washington
LWL
2015
Leo Wealth LLC
Texas
LMKC
2016
L.M. Kohn & Company
Ohio
GSB
2017
Greenfield Savings Bank
Massachusetts
WPW
2018
Waldron Private Wealth
Pennsylvania
PI
2019
Pettee Investors
Connecticut
WTG
2020
West Tower Group
Virginia
DS
2021
DRW Securities
Illinois
PTC
2022
Petrus Trust Company
Texas
LWAM
2023
Legacy Wealth Asset Management
Minnesota
IC
2024
Iconiq Capital
California
PA
2025
PSI Advisors
Florida