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United Parcel Service

1,930 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, 748 increasing their positions, 842 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: 748 | Existing positions reduced: 842

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
1,930
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
CA
2126
CV Advisors
Florida
AWM
2127
Arista Wealth Management
Nevada
BPFA
2128
Barnes Pettey Financial Advisors
Mississippi
GDP
2129
Great Diamond Partners
Maine
DLA
2130
Douglas Lane & Associates
New York
RMP
2131
Richards, Merrill & Peterson
Washington
CCA
2132
Cobblestone Capital Advisors
New York
MPM
2133
MBB Public Markets
Illinois
JCFM
2134
JBR Co Financial Management
Oklahoma
CA
2135
Capital Advantage
California
AWG
2136
Altus Wealth Group
Colorado
MA
2137
MONECO Advisors
Connecticut
IPA
2138
Investment Planning Advisors
Georgia
GSEP
2139
Golden State Equity Partners
California
WCM
2140
Winebrenner Capital Management
Kentucky
DIA
2141
Dean Investment Associates
Ohio
HCG
2142
Haven Capital Group
California
MCM
2143
Mattern Capital Management
Colorado
PMWMG
2144
Parr McKnight Wealth Management Group
Minnesota
SB
2145
SIG Brokerage
New York
OFS
2146
Orrstown Financial Services
Pennsylvania
MCWA
2147
Meadow Creek Wealth Advisors
Georgia
CPIA
2148
Cornell Pochily Investment Advisors
New York
MWM
2149
Maridea Wealth Management
New York
BFA
2150
Benedict Financial Advisors
Georgia