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United Parcel Service

2,104 hedge funds and large institutions have $50.2B invested in United Parcel Service in 2025 Q4 according to their latest regulatory filings, with 352 funds opening new positions, 723 increasing their positions, 848 reducing their positions, and 143 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:

4.35% more ownership

Funds ownership: 64.03%68.38% (+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: 723 | Existing positions reduced: 848

Holders
2,104
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
$2.03B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LOPW
376
Live Oak Private Wealth
North Carolina
$7.13M
HIMC
377
Heritage Investors Management Corp
Maryland
$7.08M
SCA
378
Snowden Capital Advisors
New York
$7.08M
CS
379
Candriam SCA
Luxembourg
$6.97M
UAG
380
United Advisor Group
Ohio
$6.85M
Kovitz Investment Group Partners
381
Kovitz Investment Group Partners
Illinois
$6.85M
LCM
382
Logan Capital Management
Pennsylvania
$6.79M
CPW
383
Cove Private Wealth
New York
$6.74M
FF
384
Fluent Financial
Texas
$6.74M
A
385
Allianz
Germany
$6.74M
IIM
386
Intact Investment Management
Quebec, Canada
$6.65M
HLCM
387
Hi-Line Capital Management
South Dakota
$6.63M
EHC
388
Everett Harris & Co
California
$6.57M
IAA
389
Independent Advisor Alliance
North Carolina
$6.5M
WAP
390
Wealthcare Advisory Partners
Pennsylvania
$6.44M
AAS
391
Ameritas Advisory Services
Nebraska
$6.44M
OCM
392
Olstein Capital Management
New York
$6.35M
SP
393
Sherman Porfolios
Idaho
$6.33M
WIA
394
Wealthedge Investment Advisors
New York
$6.31M
SIA
395
Soltis Investment Advisors
Utah
$6.29M
IMCOOI
396
Investment Management Corp of Ontario (IMCO)
Canada
$6.29M
MMA
397
Miracle Mile Advisors
California
$6.26M
KJHP
398
K.J. Harrison & Partners
Ontario, Canada
$6.25M
USCWA
399
U.S. Capital Wealth Advisors
Texas
$6.23M
MFG
400
Monte Financial Group
Connecticut
$6.22M