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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
VDBMI
651
Van Den Berg Management I
Texas
$2.5M
NDSIB
652
North Dakota State Investment Board
North Dakota
$2.5M
NHC
653
Nicholas Hoffman & Company
Georgia
$2.48M
DI
654
DKRT Investments
$2.48M
LCM
655
Legato Capital Management
California
$2.48M
KWA
656
Kingswood Wealth Advisors
California
$2.48M
HPG
657
Harvest Portfolios Group
Ontario, Canada
$2.47M
CCIA
658
Cherry Creek Investment Advisors
Colorado
$2.46M
ACM
659
Advisors Capital Management
New Jersey
$2.46M
BCM
660
Brookmont Capital Management
Texas
$2.45M
MRP
661
Measured Risk Portfolios
California
$2.45M
RWM
662
Ritholtz Wealth Management
New York
$2.45M
TWC
663
TD Waterhouse Canada
Ontario, Canada
$2.44M
HCM
664
Hillman Capital Management
Maryland
$2.44M
MHI
665
Miller Howard Investments
New York
$2.44M
EF
666
Empirical Finance
Pennsylvania
$2.43M
CNBT
667
Canandaigua National Bank & Trust
New York
$2.42M
HCM
668
Horrell Capital Management
Arkansas
$2.41M
BMC
669
Benin Management Corp
Connecticut
$2.4M
SWP
670
Stratos Wealth Partners
Ohio
$2.4M
BCM
671
Brookstone Capital Management
Illinois
$2.39M
TMAM
672
Tokio Marine Asset Management
Japan
$2.39M
III
673
Independent Investors Inc
New York
$2.38M
EFS
674
Econ Financial Services
Pennsylvania
$2.37M
BHWM
675
Bar Harbor Wealth Management
New Hampshire
$2.36M