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