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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
UAG
376
United Advisor Group
Ohio
$6.85M
Kovitz Investment Group Partners
377
Kovitz Investment Group Partners
Illinois
$6.85M
LCM
378
Logan Capital Management
Pennsylvania
$6.79M
CPW
379
Cove Private Wealth
New York
$6.74M
FF
380
Fluent Financial
Texas
$6.74M
A
381
Allianz
Germany
$6.74M
IIM
382
Intact Investment Management
Quebec, Canada
$6.65M
HLCM
383
Hi-Line Capital Management
South Dakota
$6.63M
EHC
384
Everett Harris & Co
California
$6.57M
IAA
385
Independent Advisor Alliance
North Carolina
$6.5M
WAP
386
Wealthcare Advisory Partners
Pennsylvania
$6.44M
AAS
387
Ameritas Advisory Services
Nebraska
$6.44M
OCM
388
Olstein Capital Management
New York
$6.35M
SP
389
Sherman Porfolios
Idaho
$6.33M
WIA
390
Wealthedge Investment Advisors
New York
$6.31M
SIA
391
Soltis Investment Advisors
Utah
$6.29M
IMCOOI
392
Investment Management Corp of Ontario (IMCO)
Canada
$6.29M
MMA
393
Miracle Mile Advisors
California
$6.26M
KJHP
394
K.J. Harrison & Partners
Ontario, Canada
$6.25M
USCWA
395
U.S. Capital Wealth Advisors
Texas
$6.23M
MFG
396
Monte Financial Group
Connecticut
$6.22M
SC
397
Scotia Capital
Ontario, Canada
$6.17M
DZ Bank
398
DZ Bank
Germany
$6.17M
UM
399
UniSuper Management
Australia
$6.14M
IIC
400
Ironwood Investment Counsel
Arizona
$6.08M