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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
PAS
2001
Point72 Asia (Singapore)
Singapore
TCM
2002
Twin Capital Management
Pennsylvania
TAM
2003
Trillium Asset Management
Massachusetts
MAM
2004
Mystic Asset Management
Rhode Island
MYLI
2005
Meiji Yasuda Life Insurance
Japan
ACM
2006
AlphaStar Capital Management
North Carolina
WCM
2007
Weaver Capital Management
Georgia
JFG
2008
Jefferies Financial Group
New York
SCP
2009
Sender Company & Partners
New York
HA
2010
Hamel Associates
New Jersey
SLI
2011
Sumitomo Life Insurance
Japan
CCA
2012
Coign Capital Advisors
Utah
SCI
2013
Silver Coast Investments
United States
SCM
2014
Stevens Capital Management
Pennsylvania
GWCM
2015
Godshalk Welsh Capital Management
Pennsylvania
FCM
2016
Fourpath Capital Management
Oklahoma
EC
2017
Elequin Capital
New York
HWMO
2018
Heritage Wealth Management (Ohio)
Ohio
BFAG
2019
Blackston Financial Advisory Group
Florida
BFW
2020
Brady Family Wealth
Missouri
1C
2021
111 Capital
France
WAG
2022
Windsor Advisory Group
Ohio
LIM
2023
Loudon Investment Management
New Hampshire
RBWA
2024
RFG - Bristol Wealth Advisors
Massachusetts
XWM
2025
Xcel Wealth Management
Florida