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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
DTC
2151
Davidson Trust Company
Washington
RW
2152
Rockport Wealth
Ohio
CAC
2153
Certified Advisory Corp
Florida
BFIC
2154
Bedell Frazier Investment Counselling
California
TCM
2155
Teza Capital Management
Illinois
EB
2156
Exchange Bank
California
BWFA
2157
Baltimore-Washington Financial Advisors
Maryland
ZI
2158
ZEGA Investments
Florida
AIM
2159
Advyzon Investment Management
Illinois
SI
2160
Severin Investments
Missouri
UAML
2161
US Asset Management LLC
Pennsylvania
FPWM
2162
FSB Premier Wealth Management
Iowa
PAS
2163
PKS Advisory Services
New York
HA
2164
Harbor Advisors
Florida
SLA
2165
Silver Lake Advisory
Utah
MWM
2166
Massachusetts Wealth Management
Massachusetts
YLHM
2167
Yelin Lapidot Holdings Management
Israel
WI
2168
WrapManager Inc
California
TSW
2169
Thompson Siegel & Walmsley
Virginia
WC
2170
Waterloo Capital
Texas
SC
2171
Soundwatch Capital
Connecticut
EWA
2172
EQ Wealth Advisors
Texas
MCAI
2173
Members Capital Advisors Inc
Wisconsin
CWM
2174
CarsonAllaria Wealth Management
Illinois
MYIA
2175
Mount Yale Investment Advisors
Colorado