UPS icon

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