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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
PL
2076
Plancorp LLC
Missouri
DFA
2077
Delta Financial Advisors
Louisiana
3F
2078
360 Financial
Minnesota
MMHP
2079
Murphy Middleton Hinkle & Parker
Georgia
PAM
2080
PCG Asset Management
New Jersey
BAM
2081
Bosun Asset Management
Illinois
HPBT
2082
Hickory Point Bank & Trust
Illinois
CFGW
2083
Chancellor Financial Group WB
Pennsylvania
MWP
2084
Meriwether Wealth & Planning
Louisiana
CFP
2085
Catalyst Financial Partners
Massachusetts
SCM
2086
Sollinda Capital Management
Florida
BIM
2087
Bridges Investment Management
Nebraska
EFSCE
2088
Enterprise Financial Services Corp (EFSC)
Missouri
WA
2089
Waddell & Associates
Tennessee
LWM
2090
Lyell Wealth Management
California
BDL
2091
Bey-Douglas LLC
Georgia
FCB
2092
First County Bank
Connecticut
TBNY
2093
Trustco Bank (New York)
New York
BFA
2094
Bill Few Associates
Pennsylvania
BHPW
2095
Beverly Hills Private Wealth
California
CA
2096
CV Advisors
Florida
AWM
2097
Arista Wealth Management
Nevada
BPFA
2098
Barnes Pettey Financial Advisors
Mississippi
GDP
2099
Great Diamond Partners
Maine
DLA
2100
Douglas Lane & Associates
New York