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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
GJWM
2026
Gilliland Jeter Wealth Management
Arkansas
WPC
2027
Wedmont Private Capital
Pennsylvania
RL
2028
Rogco LP
Oklahoma
PP
2029
PDT Partners
New York
TWM
2030
Thrive Wealth Management
Pennsylvania
JAG
2031
Journey Advisory Group
Kentucky
BFA
2032
Bragg Financial Advisors
North Carolina
KCP
2033
Kera Capital Partners
California
RFG
2034
Range Financial Group
Oregon
LGF
2035
LGT Group Foundation
Liechtenstein
FCA
2036
Fortis Capital Advisors
Kansas
NAS
2037
NWF Advisory Services
California
SFC
2038
SYM Financial Corp
Indiana
VIM
2039
VELA Investment Management
Ohio
SWM
2040
Segment Wealth Management
Texas
AW
2041
Atlas Wealth
Ohio
MHC
2042
Meyer Handelman Company
New York
TC
2043
Trilogy Capital
California
ST
2044
Somerset Trust
Pennsylvania
TIA
2045
Traphagen Investment Advisors
New Jersey
RS
2046
R Squared
Hong Kong
GIP
2047
Granite Investment Partners
California
RCA
2048
Resonant Capital Advisors
Wisconsin
LFG
2049
Lockerman Financial Group
California
CGL
2050
Clarius Group LLC
Washington