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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
LFG
2076
Lockerman Financial Group
California
CGL
2077
Clarius Group LLC
Washington
PWP
2078
Phillips Wealth Planners
Mississippi
AC
2079
Avestar Capital
New York
MHIC
2080
Marble Harbor Investment Counsel
Massachusetts
SCP
2081
Sivia Capital Partners
California
IA
2082
IFG Advisors
Missouri
AWM
2083
Angeles Wealth Management
California
OFS
2084
OneAscent Financial Services
Alabama
SWA
2085
Sax Wealth Advisors
New Jersey
CIC
2086
Chase Investment Counsel
Virginia
DC
2087
Diametric Capital
Massachusetts
RCWM
2088
Royal Capital Wealth Management
Indiana
SFG
2089
Synergy Financial Group
California
DE
2090
Diversified Enterprises
Delaware
LC
2091
LCNB Corp
Ohio
AI
2092
Atom Investors
Texas
SSWM
2093
Sheets Smith Wealth Management
North Carolina
PP
2094
Patten & Patten
Tennessee
CW
2095
Code Waechter
Florida
NG
2096
Novem Group
New York
GP
2097
Guardian Partners
Canada
AFG
2098
Allegheny Financial Group
Pennsylvania
SHFA
2099
SC&H Financial Advisors
Maryland
OL
2100
Optas LLC
Texas