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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
SFC
2051
SYM Financial Corp
Indiana
VIM
2052
VELA Investment Management
Ohio
SWM
2053
Segment Wealth Management
Texas
AW
2054
Atlas Wealth
Ohio
MHC
2055
Meyer Handelman Company
New York
TC
2056
Trilogy Capital
California
ST
2057
Somerset Trust
Pennsylvania
TIA
2058
Traphagen Investment Advisors
New Jersey
RS
2059
R Squared
Hong Kong
GIP
2060
Granite Investment Partners
California
RCA
2061
Resonant Capital Advisors
Wisconsin
LFG
2062
Lockerman Financial Group
California
CGL
2063
Clarius Group LLC
Washington
PWP
2064
Phillips Wealth Planners
Mississippi
AC
2065
Avestar Capital
New York
MHIC
2066
Marble Harbor Investment Counsel
Massachusetts
SCP
2067
Sivia Capital Partners
California
IA
2068
IFG Advisors
Missouri
AWM
2069
Angeles Wealth Management
California
OFS
2070
OneAscent Financial Services
Alabama
SWA
2071
Sax Wealth Advisors
New Jersey
CIC
2072
Chase Investment Counsel
Virginia
DC
2073
Diametric Capital
Massachusetts
RCWM
2074
Royal Capital Wealth Management
Indiana
SFG
2075
Synergy Financial Group
California