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United Parcel Service

1,914 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, 739 increasing their positions, 837 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: 739 | Existing positions reduced: 837

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
1,914
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
SOW
2026
State of Wyoming
Wyoming
AWM
2027
Aviso Wealth Management
Washington
LWL
2028
Leo Wealth LLC
Texas
LMKC
2029
L.M. Kohn & Company
Ohio
GSB
2030
Greenfield Savings Bank
Massachusetts
WPW
2031
Waldron Private Wealth
Pennsylvania
PI
2032
Pettee Investors
Connecticut
WTG
2033
West Tower Group
Virginia
DS
2034
DRW Securities
Illinois
PTC
2035
Petrus Trust Company
Texas
LWAM
2036
Legacy Wealth Asset Management
Minnesota
IC
2037
Iconiq Capital
California
PA
2038
PSI Advisors
Florida
GJWM
2039
Gilliland Jeter Wealth Management
Arkansas
WPC
2040
Wedmont Private Capital
Pennsylvania
RL
2041
Rogco LP
Oklahoma
KP
2042
Keel Point
Alabama
PP
2043
PDT Partners
New York
TWM
2044
Thrive Wealth Management
Pennsylvania
JAG
2045
Journey Advisory Group
Kentucky
BFA
2046
Bragg Financial Advisors
North Carolina
KCP
2047
Kera Capital Partners
California
RFG
2048
Range Financial Group
Oregon
LGF
2049
LGT Group Foundation
Liechtenstein
FCA
2050
Fortis Capital Advisors
Kansas