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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
BWFA
2126
Baltimore-Washington Financial Advisors
Maryland
EB
2127
Exchange Bank
California
ZI
2128
ZEGA Investments
Florida
AIM
2129
Advyzon Investment Management
Illinois
SIL
2130
Severin Investments, LLC
Missouri
UAML
2131
US Asset Management LLC
Pennsylvania
FPWM
2132
FSB Premier Wealth Management
Iowa
PAS
2133
PKS Advisory Services
New York
HA
2134
Harbor Advisors
Florida
SLA
2135
Silver Lake Advisory
Utah
YLHM
2136
Yelin Lapidot Holdings Management
Israel
MWM
2137
Massachusetts Wealth Management
Massachusetts
WI
2138
WrapManager Inc
California
TSW
2139
Thompson Siegel & Walmsley
Virginia
WC
2140
Waterloo Capital
Texas
SC
2141
Soundwatch Capital
Connecticut
EWA
2142
EQ Wealth Advisors
Texas
MCAI
2143
Members Capital Advisors Inc
Wisconsin
CWM
2144
CarsonAllaria Wealth Management
Illinois
MYIA
2145
Mount Yale Investment Advisors
Colorado
BA
2146
Bellwether Advisors
Nebraska
BCMLT
2147
Beacon Capital Management LLC (Tennessee)
Tennessee
WTFG
2148
Wood Tarver Financial Group
Idaho
EDRH
2149
Edmond de Rothschild Holding
Switzerland
OWA
2150
Opal Wealth Advisors
New York