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United Parcel Service

1,900 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
1,900
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
TPWA
2151
Twin Peaks Wealth Advisors
California
SO
2152
Sierra Ocean
California
MAWAG
2153
Mid-American Wealth Advisory Group
Missouri
WA
2154
Whipplewood Advisors
Colorado
AT
2155
Arlington Trust
Alabama
CCM
2156
Carderock Capital Management
Maryland
CWIG
2157
Chung Wu Investment Group
Texas
TIM
2158
Total Investment Management
Arizona
PSFG
2159
Park Square Financial Group
Georgia
SC
2160
Solstein Capital
California
VWM
2161
Vermillion Wealth Management
Minnesota
PWM
2162
Proathlete Wealth Management
Florida
OW
2163
Olistico Wealth
Oklahoma
CFS
2164
Compass Financial Services
Iowa
T
2165
Transce3nd
Texas
SWIG
2166
Strategic Wealth Investment Group
Kentucky
KWM
2167
Kiker Wealth Management
Georgia
BC
2168
Bayforest Capital
United Kingdom
MCI
2169
MRP Capital Investments
Georgia
RAM
2170
Riggs Asset Management
Pennsylvania
RWS
2171
Retirement Wealth Solutions
Wisconsin
IMC
2172
Investment Management Corporation
Virginia
MPW
2173
MASECO Private Wealth
CCMI
2174
Creative Capital Management Investments
California
PWA
2175
Provenance Wealth Advisors
Florida