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United Parcel Service

2,077 hedge funds and large institutions have $50.1B invested in United Parcel Service in 2025 Q4 according to their latest regulatory filings, with 337 funds opening new positions, 716 increasing their positions, 844 reducing their positions, and 142 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

4.28% more ownership

Funds ownership: 64.01%68.29% (+4.3%)

3% more funds holding in top 10

Funds holding in top 10: 3334 (+1)

15% less repeat investments, than reductions

Existing positions increased: 716 | Existing positions reduced: 844

Holders
2,077
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
34
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.43B
Puts
$2.02B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
326
Southern Capital Advisors
Tennessee
$9.17M
SC
327
SummitTX Capital
Texas
$9.13M
CWP
328
Cyndeo Wealth Partners
Florida
$9.13M
IEFM
329
IQ EQ Fund Management
Ireland
$9.04M
WW
330
Westshore Wealth
California
$9.04M
Vontobel Holding
331
Vontobel Holding
Switzerland
$9.02M
Schroder Investment Management Group
332
Schroder Investment Management Group
United Kingdom
$9.02M
AV
333
ASR Vermogensbeheer
Netherlands
$8.94M
HCM
334
Hengehold Capital Management
Ohio
$8.92M
IMC Chicago
335
IMC Chicago
Illinois
$8.89M
MA
336
Mutual Advisors
Nebraska
$8.84M
Pathstone Holdings
337
Pathstone Holdings
New Jersey
$8.69M
MVP
338
Miller Value Partners
Florida
$8.59M
VA
339
VestGen Advisors
Illinois
$8.49M
AG
340
Advocate Group
Minnesota
$8.43M
PTEAP
341
Powszechne Towarzystwo Emerytalne Allianz Polska
Poland
$8.39M
OPERF
342
Oregon Public Employees Retirement Fund
Oregon
$8.39M
FDCDDQ
343
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.32M
OQS
344
Occudo Quantitative Strategies
Florida
$8.3M
BCI
345
Brinker Capital Investments
Pennsylvania
$8.28M
CSI
346
Clark & Stuart Inc
Maine
$8.25M
MCP
347
Martin Capital Partners
Oregon
$8.21M
SFS
348
Sowell Financial Services
Arkansas
$8.2M
Janus Henderson Group
349
Janus Henderson Group
United Kingdom
$8.19M
AssetMark Inc
350
AssetMark Inc
California
$8.18M