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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
BIM
2101
Bridges Investment Management
Nebraska
EFSCE
2102
Enterprise Financial Services Corp (EFSC)
Missouri
WA
2103
Waddell & Associates
Tennessee
LWM
2104
Lyell Wealth Management
California
BDL
2105
Bey-Douglas LLC
Georgia
FCB
2106
First County Bank
Connecticut
TBNY
2107
Trustco Bank (New York)
New York
BHPW
2108
Beverly Hills Private Wealth
California
BFA
2109
Bill Few Associates
Pennsylvania
CA
2110
CV Advisors
Florida
AWM
2111
Arista Wealth Management
Nevada
BPFA
2112
Barnes Pettey Financial Advisors
Mississippi
GDP
2113
Great Diamond Partners
Maine
DLA
2114
Douglas Lane & Associates
New York
RMP
2115
Richards, Merrill & Peterson
Washington
MPM
2116
MBB Public Markets
Illinois
CCA
2117
Cobblestone Capital Advisors
New York
JCFM
2118
JBR Co Financial Management
Oklahoma
CA
2119
Capital Advantage
California
AWG
2120
Altus Wealth Group
Colorado
MA
2121
MONECO Advisors
Connecticut
IPA
2122
Investment Planning Advisors
Georgia
GSEP
2123
Golden State Equity Partners
California
WCM
2124
Winebrenner Capital Management
Kentucky
DIA
2125
Dean Investment Associates
Ohio