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