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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
SCI
2026
Silver Coast Investments
United States
SCM
2027
Stevens Capital Management
Pennsylvania
GWCM
2028
Godshalk Welsh Capital Management
Pennsylvania
FCM
2029
Fourpath Capital Management
Oklahoma
EC
2030
Elequin Capital
New York
HWMO
2031
Heritage Wealth Management (Ohio)
Ohio
BFAG
2032
Blackston Financial Advisory Group
Florida
BFW
2033
Brady Family Wealth
Missouri
1C
2034
111 Capital
France
WAG
2035
Windsor Advisory Group
Ohio
LIM
2036
Loudon Investment Management
New Hampshire
RBWA
2037
RFG - Bristol Wealth Advisors
Massachusetts
XWM
2038
Xcel Wealth Management
Florida
SOW
2039
State of Wyoming
Wyoming
AWM
2040
Aviso Wealth Management
Washington
LWL
2041
Leo Wealth LLC
Texas
LMKC
2042
L.M. Kohn & Company
Ohio
GSB
2043
Greenfield Savings Bank
Massachusetts
WPW
2044
Waldron Private Wealth
Pennsylvania
PI
2045
Pettee Investors
Connecticut
WTG
2046
West Tower Group
Virginia
DS
2047
DRW Securities
Illinois
PTC
2048
Petrus Trust Company
Texas
LWAM
2049
Legacy Wealth Asset Management
Minnesota
IC
2050
Iconiq Capital
California