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United Parcel Service

1,930 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, 748 increasing their positions, 842 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: 748 | Existing positions reduced: 842

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
1,930
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
GCM
2001
Garland Capital Management
Washington
IGAM
2002
iA Global Asset Management
Quebec, Canada
VCM
2003
Voleon Capital Management
California
CP
2004
Cumberland Partners
Ontario, Canada
BC
2005
Bridgefront Capital
Texas
NAM
2006
NTV Asset Management
West Virginia
HFRG
2007
Houlihan Financial Resource Group
Virginia
ACM
2008
Aurdan Capital Management
Pennsylvania
MCA
2009
MSH Capital Advisors
Arizona
WIS
2010
Wright Investors Service
Connecticut
SCM
2011
SCS Capital Management
Massachusetts
BAM
2012
Belpointe Asset Management
Nevada
RPC
2013
Rossmore Private Capital
Connecticut
CHAM
2014
Clear Harbor Asset Management
Connecticut
WA
2015
Wealth Alliance
New York
JSW
2016
Journey Strategic Wealth
New Jersey
PAS
2017
Point72 Asia (Singapore)
Singapore
TCM
2018
Twin Capital Management
Pennsylvania
TAM
2019
Trillium Asset Management
Massachusetts
MAM
2020
Mystic Asset Management
Rhode Island
MYLI
2021
Meiji Yasuda Life Insurance
Japan
ACM
2022
AlphaStar Capital Management
North Carolina
WCM
2023
Weaver Capital Management
Georgia
JFG
2024
Jefferies Financial Group
New York
SCP
2025
Sender Company & Partners
New York