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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
BA
2176
Bellwether Advisors
Nebraska
BCMLT
2177
Beacon Capital Management LLC (Tennessee)
Tennessee
WTFG
2178
Wood Tarver Financial Group
Idaho
EDRH
2179
Edmond de Rothschild Holding
Switzerland
OWA
2180
Opal Wealth Advisors
New York
PFG
2181
Putney Financial Group
California
TPWA
2182
Twin Peaks Wealth Advisors
California
SO
2183
Sierra Ocean
California
MAWAG
2184
Mid-American Wealth Advisory Group
Missouri
WA
2185
Whipplewood Advisors
Colorado
AT
2186
Arlington Trust
Alabama
CCM
2187
Carderock Capital Management
Maryland
CWIG
2188
Chung Wu Investment Group
Texas
TIM
2189
Total Investment Management
Arizona
PSFG
2190
Park Square Financial Group
Georgia
SC
2191
Solstein Capital
California
VWM
2192
Vermillion Wealth Management
Minnesota
PWM
2193
Proathlete Wealth Management
Florida
OW
2194
Olistico Wealth
Oklahoma
CFS
2195
Compass Financial Services
Iowa
T
2196
Transce3nd
Texas
GC
2197
Garde Capital
Washington
SWIG
2198
Strategic Wealth Investment Group
Kentucky
KWM
2199
Kiker Wealth Management
Georgia
BC
2200
Bayforest Capital
United Kingdom