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United Parcel Service

1,914 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, 739 increasing their positions, 837 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: 739 | Existing positions reduced: 837

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
1,914
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
SFG
2076
Synergy Financial Group
California
DE
2077
Diversified Enterprises
Delaware
LC
2078
LCNB Corp
Ohio
AI
2079
Atom Investors
Texas
PP
2080
Patten & Patten
Tennessee
SSWM
2081
Sheets Smith Wealth Management
North Carolina
CW
2082
Code Waechter
Florida
NG
2083
Novem Group
New York
GP
2084
Guardian Partners
Canada
AFG
2085
Allegheny Financial Group
Pennsylvania
SHFA
2086
SC&H Financial Advisors
Maryland
OL
2087
Optas LLC
Texas
YCG
2088
Yeomans Consulting Group
Georgia
EW
2089
Evexia Wealth
Wisconsin
PL
2090
Plancorp LLC
Missouri
DFA
2091
Delta Financial Advisors
Louisiana
3F
2092
360 Financial
Minnesota
MMHP
2093
Murphy Middleton Hinkle & Parker
Georgia
PAM
2094
PCG Asset Management
New Jersey
BAM
2095
Bosun Asset Management
Illinois
HPBT
2096
Hickory Point Bank & Trust
Illinois
CFGW
2097
Chancellor Financial Group WB
Pennsylvania
MWP
2098
Meriwether Wealth & Planning
Louisiana
CFP
2099
Catalyst Financial Partners
Massachusetts
SCM
2100
Sollinda Capital Management
Florida