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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
Envestnet Portfolio Solutions
451
Envestnet Portfolio Solutions
Illinois
$5.04M
BIA
452
Biondo Investment Advisors
Pennsylvania
$5M
CIG
453
Cullen Investment Group
Louisiana
$4.99M
BL
454
BCWM LLC
Kansas
$4.98M
VCM
455
Vivaldi Capital Management
Illinois
$4.96M
CGH
456
Crossmark Global Holdings
Texas
$4.94M
VAS
457
Vestmark Advisory Solutions
Massachusetts
$4.93M
Nomura Holdings
458
Nomura Holdings
Japan
$4.89M
NC
459
NewSquare Capital
Pennsylvania
$4.88M
ASN
460
Advisory Services Network
Georgia
$4.87M
SLWA
461
San Luis Wealth Advisors
California
$4.86M
Thrivent Financial for Lutherans
462
Thrivent Financial for Lutherans
Minnesota
$4.84M
TCM
463
Tufton Capital Management
Maryland
$4.84M
SM
464
Sciencast Management
New Jersey
$4.83M
MDCM
465
Morgan Dempsey Capital Management
Wisconsin
$4.82M
AWAG
466
ARS Wealth Advisors Group
Florida
$4.82M
RP
467
Rowlandmiller & Partners
Georgia
$4.8M
YIH
468
Y-Intercept (HK)
Hong Kong
$4.79M
APG Asset Management
469
APG Asset Management
Netherlands
$4.78M
KPWS
470
Kestra Private Wealth Services
Texas
$4.77M
Northwestern Mutual Wealth Management
471
Northwestern Mutual Wealth Management
Wisconsin
$4.77M
ITC
472
Inspire Trust Company
Nevada
$4.76M
MPAM
473
Murphy Pohlad Asset Management
Minnesota
$4.69M
SPI
474
Strategic Planning Inc
Ohio
$4.67M
LFAS
475
Level Four Advisory Services
Texas
$4.63M