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United Parcel Service

1,927 hedge funds and large institutions have $39.4B invested in United Parcel Service in 2025 Q3 according to their latest regulatory filings, with 145 funds opening new positions, 747 increasing their positions, 841 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:

11% less repeat investments, than reductions

Existing positions increased: 747 | Existing positions reduced: 841

22% less capital invested

Capital invested by funds: $50.5B → $39.4B (-$11.1B)

48% less first-time investments, than exits

New positions opened: 145 | Existing positions closed: 278

Holders
1,927
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 +$373M
2 +$255M
3 +$119M
4
UBS Group
UBS Group
Switzerland
+$104M
5
Morgan Stanley
Morgan Stanley
New York
+$92.3M

Top Sellers

1 -$443M
2 -$366M
3 -$352M
4
Goldman Sachs
Goldman Sachs
New York
-$227M
5
BlackRock
BlackRock
New York
-$176M
Name Holding Trade Value Shares
Change
Change in
Stake
CP
2001
Cumberland Partners
Ontario, Canada
BC
2002
Bridgefront Capital
Texas
NAM
2003
NTV Asset Management
West Virginia
HFRG
2004
Houlihan Financial Resource Group
Virginia
ACM
2005
Aurdan Capital Management
Pennsylvania
MCA
2006
MSH Capital Advisors
Arizona
WIS
2007
Wright Investors Service
Connecticut
SCM
2008
SCS Capital Management
Massachusetts
BAM
2009
Belpointe Asset Management
Nevada
RPC
2010
Rossmore Private Capital
Connecticut
CHAM
2011
Clear Harbor Asset Management
Connecticut
WA
2012
Wealth Alliance
New York
JSW
2013
Journey Strategic Wealth
New Jersey
PAS
2014
Point72 Asia (Singapore)
Singapore
TCM
2015
Twin Capital Management
Pennsylvania
TAM
2016
Trillium Asset Management
Massachusetts
MAM
2017
Mystic Asset Management
Rhode Island
MYLI
2018
Meiji Yasuda Life Insurance
Japan
ACM
2019
AlphaStar Capital Management
North Carolina
WCM
2020
Weaver Capital Management
Georgia
JFG
2021
Jefferies Financial Group
New York
SCP
2022
Sender Company & Partners
New York
HA
2023
Hamel Associates
New Jersey
SLI
2024
Sumitomo Life Insurance
Japan
CCA
2025
Coign Capital Advisors
Utah