UPS icon

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
RMP
2101
Richards, Merrill & Peterson
Washington
MPM
2102
MBB Public Markets
Illinois
JCFM
2103
JBR Co Financial Management
Oklahoma
CCA
2104
Cobblestone Capital Advisors
New York
CA
2105
Capital Advantage
California
AWG
2106
Altus Wealth Group
Colorado
MA
2107
MONECO Advisors
Connecticut
IPA
2108
Investment Planning Advisors
Georgia
GSEP
2109
Golden State Equity Partners
California
WCM
2110
Winebrenner Capital Management
Kentucky
DIA
2111
Dean Investment Associates
Ohio
HCG
2112
Haven Capital Group
California
MCM
2113
Mattern Capital Management
Colorado
PMWMG
2114
Parr McKnight Wealth Management Group
Minnesota
SB
2115
SIG Brokerage
New York
OFS
2116
Orrstown Financial Services
Pennsylvania
MCWA
2117
Meadow Creek Wealth Advisors
Georgia
CPIA
2118
Cornell Pochily Investment Advisors
New York
MWM
2119
Maridea Wealth Management
New York
BFA
2120
Benedict Financial Advisors
Georgia
DTC
2121
Davidson Trust Company
Washington
RW
2122
Rockport Wealth
Ohio
CAC
2123
Certified Advisory Corp
Florida
BFIC
2124
Bedell Frazier Investment Counselling
California
TCM
2125
Teza Capital Management
Illinois