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United Parcel Service

1,927 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, 747 increasing their positions, 841 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: 747 | Existing positions reduced: 841

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
1,927
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
BFIC
2151
Bedell Frazier Investment Counselling
California
TCM
2152
Teza Capital Management
Illinois
EB
2153
Exchange Bank
California
BWFA
2154
Baltimore-Washington Financial Advisors
Maryland
ZI
2155
ZEGA Investments
Florida
AIM
2156
Advyzon Investment Management
Illinois
SI
2157
Severin Investments
Missouri
UAML
2158
US Asset Management LLC
Pennsylvania
FPWM
2159
FSB Premier Wealth Management
Iowa
PAS
2160
PKS Advisory Services
New York
HA
2161
Harbor Advisors
Florida
SLA
2162
Silver Lake Advisory
Utah
YLHM
2163
Yelin Lapidot Holdings Management
Israel
MWM
2164
Massachusetts Wealth Management
Massachusetts
WI
2165
WrapManager Inc
California
TSW
2166
Thompson Siegel & Walmsley
Virginia
WC
2167
Waterloo Capital
Texas
SC
2168
Soundwatch Capital
Connecticut
EWA
2169
EQ Wealth Advisors
Texas
MCAI
2170
Members Capital Advisors Inc
Wisconsin
CWM
2171
CarsonAllaria Wealth Management
Illinois
MYIA
2172
Mount Yale Investment Advisors
Colorado
BA
2173
Bellwether Advisors
Nebraska
BCMLT
2174
Beacon Capital Management LLC (Tennessee)
Tennessee
WTFG
2175
Wood Tarver Financial Group
Idaho