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