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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
PI
401
PFG Investments
New York
$6.08M
TI
402
TrueMark Investments
Illinois
$6.06M
Lido Advisors
403
Lido Advisors
California
$6.04M
SFA
404
Sequoia Financial Advisors
Ohio
$6.03M
SGK
405
Steigerwald Gordon & Koch
Virginia
$5.97M
AF
406
Ally Financial
Michigan
$5.95M
APP
407
Avantax Planning Partners
Iowa
$5.94M
HAI
408
Hennessy Advisors Inc
California
$5.91M
OC
409
Opal Capital
Florida
$5.9M
BMSSC
410
B. Metzler seel. Sohn & Co
Germany
$5.9M
ERSOT
411
Employees Retirement System of Texas
Texas
$5.9M
NEI
412
Northwest & Ethical Investments
Ontario, Canada
$5.89M
GAM
413
Generali Asset Management
Italy
$5.88M
SIC
414
Sigma Investment Counselors
Michigan
$5.88M
BHCM
415
Brevan Howard Capital Management
Jersey
$5.88M
RBC
416
Romano Brothers & Co
Illinois
$5.87M
VFM
417
Viking Fund Management
North Dakota
$5.85M
PFS
418
Prospera Financial Services
Texas
$5.85M
IA
419
Intellus Advisors
Florida
$5.8M
MCM
420
Massar Capital Management
Connecticut
$5.75M
HAG
421
HighPoint Advisor Group
Illinois
$5.71M
KP
422
Kiltearn Partners
United Kingdom
$5.7M
TRSOTSOK
423
Teachers Retirement System of the State of Kentucky
Kentucky
$5.69M
PDM
424
Penn Davis McFarland
Texas
$5.67M
Fisher Asset Management
425
Fisher Asset Management
Washington
$5.65M