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