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United Parcel Service

2,087 hedge funds and large institutions have $50.1B invested in United Parcel Service in 2025 Q4 according to their latest regulatory filings, with 342 funds opening new positions, 716 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:

4.29% more ownership

Funds ownership: 64.02%68.31% (+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: 716 | Existing positions reduced: 848

Holders
2,087
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
IWM
626
IHT Wealth Management
Illinois
$2.66M
CS
627
Capital Square
Tennessee
$2.66M
RMC
628
Resources Management Corp
Connecticut
$2.66M
SPC
629
Sigma Planning Corp
Michigan
$2.66M
CK
630
Cohen Klingenstein
New York
$2.65M
CF
631
Centaurus Financial
California
$2.65M
FAF
632
Fjarde Ap-fonden
Sweden
$2.64M
PCTC
633
Perkins Coie Trust Company
Washington
$2.64M
OIM
634
Opus Investment Management
Massachusetts
$2.64M
GAG
635
GM Advisory Group
New York
$2.62M
PS
636
Principal Securities
Iowa
$2.61M
EIA
637
Edgemoor Investment Advisors
Maryland
$2.6M
AP
638
Americana Partners
Texas
$2.59M
M
639
MOTCO
Texas
$2.59M
CB
640
Commerce Bank
Missouri
$2.59M
NI
641
Natural Investments
California
$2.59M
OAC
642
OMERS Administration Corp
Ontario, Canada
$2.59M
BLAM
643
Bourne Lent Asset Management
New York
$2.56M
WPC
644
Waters Parkerson & Co
Louisiana
$2.54M
CCMINC
645
Cardinal Capital Management Inc (North Carolina)
North Carolina
$2.53M
LS
646
Leelyn Smith
Illinois
$2.53M
VFA
647
Valeo Financial Advisors
Indiana
$2.52M
PVI
648
Pine Valley Investments
New Jersey
$2.52M
AG
649
Ascent Group
Virginia
$2.5M
MAWA
650
Moss Adams Wealth Advisors
Washington
$2.5M