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United Parcel Service

1,927 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, 747 increasing their positions, 841 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: 747 | Existing positions reduced: 841

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
1,927
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
YCG
2101
Yeomans Consulting Group
Georgia
EW
2102
Evexia Wealth
Wisconsin
PL
2103
Plancorp LLC
Missouri
DFA
2104
Delta Financial Advisors
Louisiana
3F
2105
360 Financial
Minnesota
MMHP
2106
Murphy Middleton Hinkle & Parker
Georgia
PAM
2107
PCG Asset Management
New Jersey
BAM
2108
Bosun Asset Management
Illinois
HPBT
2109
Hickory Point Bank & Trust
Illinois
CFGW
2110
Chancellor Financial Group WB
Pennsylvania
MWP
2111
Meriwether Wealth & Planning
Louisiana
CFP
2112
Catalyst Financial Partners
Massachusetts
SCM
2113
Sollinda Capital Management
Florida
BIM
2114
Bridges Investment Management
Nebraska
EFSCE
2115
Enterprise Financial Services Corp (EFSC)
Missouri
WA
2116
Waddell & Associates
Tennessee
LWM
2117
Lyell Wealth Management
California
BDL
2118
Bey-Douglas LLC
Georgia
FCB
2119
First County Bank
Connecticut
TBNY
2120
Trustco Bank (New York)
New York
BHPW
2121
Beverly Hills Private Wealth
California
BFA
2122
Bill Few Associates
Pennsylvania
CA
2123
CV Advisors
Florida
AWM
2124
Arista Wealth Management
Nevada
BPFA
2125
Barnes Pettey Financial Advisors
Mississippi