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