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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
PWP
2051
Phillips Wealth Planners
Mississippi
AC
2052
Avestar Capital
New York
MHIC
2053
Marble Harbor Investment Counsel
Massachusetts
SCP
2054
Sivia Capital Partners
California
IA
2055
IFG Advisors
Missouri
AWM
2056
Angeles Wealth Management
California
OFS
2057
OneAscent Financial Services
Alabama
SWA
2058
Sax Wealth Advisors
New Jersey
CIC
2059
Chase Investment Counsel
Virginia
DC
2060
Diametric Capital
Massachusetts
RCWM
2061
Royal Capital Wealth Management
Indiana
SFG
2062
Synergy Financial Group
California
DE
2063
Diversified Enterprises
Delaware
LC
2064
LCNB Corp
Ohio
AI
2065
Atom Investors
Texas
PP
2066
Patten & Patten
Tennessee
SSWM
2067
Sheets Smith Wealth Management
North Carolina
CW
2068
Code Waechter
Florida
GP
2069
Guardian Partners
Canada
NG
2070
Novem Group
New York
AFG
2071
Allegheny Financial Group
Pennsylvania
SHFA
2072
SC&H Financial Advisors
Maryland
OL
2073
Optas LLC
Texas
YCG
2074
Yeomans Consulting Group
Georgia
EW
2075
Evexia Wealth
Wisconsin