UPS icon

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
AFG
2101
Allegheny Financial Group
Pennsylvania
SHFA
2102
SC&H Financial Advisors
Maryland
OL
2103
Optas LLC
Texas
YCG
2104
Yeomans Consulting Group
Georgia
EW
2105
Evexia Wealth
Wisconsin
PL
2106
Plancorp LLC
Missouri
DFA
2107
Delta Financial Advisors
Louisiana
3F
2108
360 Financial
Minnesota
MMHP
2109
Murphy Middleton Hinkle & Parker
Georgia
PAM
2110
PCG Asset Management
New Jersey
BAM
2111
Bosun Asset Management
Illinois
HPBT
2112
Hickory Point Bank & Trust
Illinois
CFGW
2113
Chancellor Financial Group WB
Pennsylvania
MWP
2114
Meriwether Wealth & Planning
Louisiana
CFP
2115
Catalyst Financial Partners
Massachusetts
SCM
2116
Sollinda Capital Management
Florida
BIM
2117
Bridges Investment Management
Nebraska
EFSCE
2118
Enterprise Financial Services Corp (EFSC)
Missouri
WA
2119
Waddell & Associates
Tennessee
LWM
2120
Lyell Wealth Management
California
BDL
2121
Bey-Douglas LLC
Georgia
FCB
2122
First County Bank
Connecticut
TBNY
2123
Trustco Bank (New York)
New York
BFA
2124
Bill Few Associates
Pennsylvania
BHPW
2125
Beverly Hills Private Wealth
California