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