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United Parcel Service

2,093 hedge funds and large institutions have $50.1B invested in United Parcel Service in 2025 Q4 according to their latest regulatory filings, with 346 funds opening new positions, 717 increasing their positions, 849 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:

4.3% more ownership

Funds ownership: 64.03%68.32% (+4.3%)

3% more funds holding in top 10

Funds holding in top 10: 3334 (+1)

16% less repeat investments, than reductions

Existing positions increased: 717 | Existing positions reduced: 849

Holders
2,093
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
KFP
551
KMG Fiduciary Partners
Ohio
$3.39M
NMERB
552
New Mexico Educational Retirement Board
New Mexico
$3.39M
TC
553
Truvestments Capital
Florida
$3.38M
STA
554
Summit Trail Advisors
New York
$3.37M
CB
555
Community Bank
New York
$3.37M
N
556
Natixis
France
$3.37M
MCB
557
Morton Community Bank
Illinois
$3.35M
AIM
558
Anchor Investment Management
South Carolina
$3.34M
BCFS
559
Butensky & Cohen Financial Security
Florida
$3.34M
BCV
560
Banque Cantonale Vaudoise
Switzerland
$3.32M
TC
561
TownSquare Capital
Utah
$3.32M
PWM
562
Perigon Wealth Management
California
$3.3M
ECM
563
EagleClaw Capital Management
Massachusetts
$3.26M
GIC
564
Generali Investments CEE
Czech Republic
$3.24M
PCA
565
Pallas Capital Advisors
Massachusetts
$3.23M
CA
566
Clearstead Advisors
Ohio
$3.22M
KIC
567
Keating Investment Counselors
Florida
$3.21M
ISB
568
Iowa State Bank
Iowa
$3.19M
TYCC
569
Texas Yale Capital Corp
Florida
$3.19M
GIA
570
Guyasuta Investment Advisors
Pennsylvania
$3.18M
FNT
571
First National Trust
Pennsylvania
$3.18M
SWMG
572
Signature Wealth Management Group
Georgia
$3.18M
TCWM
573
Total Clarity Wealth Management
Illinois
$3.15M
EWA
574
EP Wealth Advisors
California
$3.15M
IWC
575
Integrated Wealth Concepts
Massachusetts
$3.13M