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