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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
PA
2051
PSI Advisors
Florida
GJWM
2052
Gilliland Jeter Wealth Management
Arkansas
WPC
2053
Wedmont Private Capital
Pennsylvania
RL
2054
Rogco LP
Oklahoma
KP
2055
Keel Point
Alabama
PP
2056
PDT Partners
New York
TWM
2057
Thrive Wealth Management
Pennsylvania
JAG
2058
Journey Advisory Group
Kentucky
BFA
2059
Bragg Financial Advisors
North Carolina
KCP
2060
Kera Capital Partners
California
RFG
2061
Range Financial Group
Oregon
LGF
2062
LGT Group Foundation
Liechtenstein
FCA
2063
Fortis Capital Advisors
Kansas
NAS
2064
NWF Advisory Services
California
SFC
2065
SYM Financial Corp
Indiana
VIM
2066
VELA Investment Management
Ohio
SWM
2067
Segment Wealth Management
Texas
AW
2068
Atlas Wealth
Ohio
MHC
2069
Meyer Handelman Company
New York
TC
2070
Trilogy Capital
California
ST
2071
Somerset Trust
Pennsylvania
TIA
2072
Traphagen Investment Advisors
New Jersey
RS
2073
R Squared
Hong Kong
GIP
2074
Granite Investment Partners
California
RCA
2075
Resonant Capital Advisors
Wisconsin