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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
YLHM
2151
Yelin Lapidot Holdings Management
Israel
WI
2152
WrapManager Inc
California
TSW
2153
Thompson Siegel & Walmsley
Virginia
WC
2154
Waterloo Capital
Texas
SC
2155
Soundwatch Capital
Connecticut
EWA
2156
EQ Wealth Advisors
Texas
MCAI
2157
Members Capital Advisors Inc
Wisconsin
CWM
2158
CarsonAllaria Wealth Management
Illinois
MYIA
2159
Mount Yale Investment Advisors
Colorado
BA
2160
Bellwether Advisors
Nebraska
BCMLT
2161
Beacon Capital Management LLC (Tennessee)
Tennessee
WTFG
2162
Wood Tarver Financial Group
Idaho
EDRH
2163
Edmond de Rothschild Holding
Switzerland
OWA
2164
Opal Wealth Advisors
New York
PFG
2165
Putney Financial Group
California
TPWA
2166
Twin Peaks Wealth Advisors
California
SO
2167
Sierra Ocean
California
MAWAG
2168
Mid-American Wealth Advisory Group
Missouri
WA
2169
Whipplewood Advisors
Colorado
AT
2170
Arlington Trust
Alabama
CCM
2171
Carderock Capital Management
Maryland
CWIG
2172
Chung Wu Investment Group
Texas
TIM
2173
Total Investment Management
Arizona
PSFG
2174
Park Square Financial Group
Georgia
SC
2175
Solstein Capital
California