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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
HCG
2126
Haven Capital Group
California
MCM
2127
Mattern Capital Management
Colorado
PMWMG
2128
Parr McKnight Wealth Management Group
Minnesota
SB
2129
SIG Brokerage
New York
OFS
2130
Orrstown Financial Services
Pennsylvania
MCWA
2131
Meadow Creek Wealth Advisors
Georgia
CPIA
2132
Cornell Pochily Investment Advisors
New York
MWM
2133
Maridea Wealth Management
New York
BFA
2134
Benedict Financial Advisors
Georgia
DTC
2135
Davidson Trust Company
Washington
RW
2136
Rockport Wealth
Ohio
CAC
2137
Certified Advisory Corp
Florida
BFIC
2138
Bedell Frazier Investment Counselling
California
TCM
2139
Teza Capital Management
Illinois
BWFA
2140
Baltimore-Washington Financial Advisors
Maryland
EB
2141
Exchange Bank
California
ZI
2142
ZEGA Investments
Florida
AIM
2143
Advyzon Investment Management
Illinois
SI
2144
Severin Investments
Missouri
UAML
2145
US Asset Management LLC
Pennsylvania
FPWM
2146
FSB Premier Wealth Management
Iowa
PAS
2147
PKS Advisory Services
New York
HA
2148
Harbor Advisors
Florida
SLA
2149
Silver Lake Advisory
Utah
MWM
2150
Massachusetts Wealth Management
Massachusetts