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United Parcel Service

1,913 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, 738 increasing their positions, 838 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: 738 | Existing positions reduced: 838

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
1,913
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
WI
2151
WrapManager Inc
California
WC
2152
Waterloo Capital
Texas
TSW
2153
Thompson Siegel & Walmsley
Virginia
SC
2154
Soundwatch Capital
Connecticut
EWA
2155
EQ Wealth Advisors
Texas
MCAI
2156
Members Capital Advisors Inc
Wisconsin
CWM
2157
CarsonAllaria Wealth Management
Illinois
MYIA
2158
Mount Yale Investment Advisors
Colorado
BA
2159
Bellwether Advisors
Nebraska
BCMLT
2160
Beacon Capital Management LLC (Tennessee)
Tennessee
WTFG
2161
Wood Tarver Financial Group
Idaho
EDRH
2162
Edmond de Rothschild Holding
Switzerland
OWA
2163
Opal Wealth Advisors
New York
PFG
2164
Putney Financial Group
California
TPWA
2165
Twin Peaks Wealth Advisors
California
SO
2166
Sierra Ocean
California
MAWAG
2167
Mid-American Wealth Advisory Group
Missouri
WA
2168
Whipplewood Advisors
Colorado
AT
2169
Arlington Trust
Alabama
CCM
2170
Carderock Capital Management
Maryland
CWIG
2171
Chung Wu Investment Group
Texas
TIM
2172
Total Investment Management
Arizona
PSFG
2173
Park Square Financial Group
Georgia
SC
2174
Solstein Capital
California
VWM
2175
Vermillion Wealth Management
Minnesota