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United Parcel Service

1,913 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, 738 increasing their positions, 838 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: 738 | Existing positions reduced: 838

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
1,913
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
TCM
2001
Twin Capital Management
Pennsylvania
TAM
2002
Trillium Asset Management
Massachusetts
MAM
2003
Mystic Asset Management
Rhode Island
MYLI
2004
Meiji Yasuda Life Insurance
Japan
ACM
2005
AlphaStar Capital Management
North Carolina
WCM
2006
Weaver Capital Management
Georgia
JFG
2007
Jefferies Financial Group
New York
SCP
2008
Sender Company & Partners
New York
HA
2009
Hamel Associates
New Jersey
SLI
2010
Sumitomo Life Insurance
Japan
CCA
2011
Coign Capital Advisors
Utah
SCI
2012
Silver Coast Investments
United States
SCM
2013
Stevens Capital Management
Pennsylvania
GWCM
2014
Godshalk Welsh Capital Management
Pennsylvania
FCM
2015
Fourpath Capital Management
Oklahoma
EC
2016
Elequin Capital
New York
HWMO
2017
Heritage Wealth Management (Ohio)
Ohio
BFAG
2018
Blackston Financial Advisory Group
Florida
BFW
2019
Brady Family Wealth
Missouri
1C
2020
111 Capital
France
WAG
2021
Windsor Advisory Group
Ohio
LIM
2022
Loudon Investment Management
New Hampshire
RBWA
2023
RFG - Bristol Wealth Advisors
Massachusetts
XWM
2024
Xcel Wealth Management
Florida
SOW
2025
State of Wyoming
Wyoming