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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
TC
551
Truvestments Capital
Florida
$3.38M
STA
552
Summit Trail Advisors
New York
$3.37M
CB
553
Community Bank
New York
$3.37M
N
554
Natixis
France
$3.37M
MCB
555
Morton Community Bank
Illinois
$3.35M
AIM
556
Anchor Investment Management
South Carolina
$3.34M
BCFS
557
Butensky & Cohen Financial Security
Florida
$3.34M
BCV
558
Banque Cantonale Vaudoise
Switzerland
$3.32M
TC
559
TownSquare Capital
Utah
$3.32M
PWM
560
Perigon Wealth Management
California
$3.3M
ECM
561
EagleClaw Capital Management
Massachusetts
$3.26M
GIC
562
Generali Investments CEE
Czech Republic
$3.24M
PCA
563
Pallas Capital Advisors
Massachusetts
$3.23M
CA
564
Clearstead Advisors
Ohio
$3.22M
KIC
565
Keating Investment Counselors
Florida
$3.21M
ISB
566
Iowa State Bank
Iowa
$3.19M
TYCC
567
Texas Yale Capital Corp
Florida
$3.19M
GIA
568
Guyasuta Investment Advisors
Pennsylvania
$3.18M
FNT
569
First National Trust
Pennsylvania
$3.18M
SWMG
570
Signature Wealth Management Group
Georgia
$3.18M
TCWM
571
Total Clarity Wealth Management
Illinois
$3.15M
EWA
572
EP Wealth Advisors
California
$3.15M
IWC
573
Integrated Wealth Concepts
Massachusetts
$3.13M
ABC
574
Associated Banc-Corp
Wisconsin
$3.13M
CIA
575
Cohen Investment Advisors
New Hampshire
$3.12M