We are live on ! Find out more
UPS icon

United Parcel Service

2,114 hedge funds and large institutions have $50.2B invested in United Parcel Service in 2025 Q4 according to their latest regulatory filings, with 357 funds opening new positions, 723 increasing their positions, 853 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:

4.33% more ownership

Funds ownership: 64.08%68.4% (+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: 723 | Existing positions reduced: 853

Holders
2,114
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
CCMINC
651
Cardinal Capital Management Inc (North Carolina)
North Carolina
$2.53M
LS
652
Leelyn Smith
Illinois
$2.53M
VFA
653
Valeo Financial Advisors
Indiana
$2.52M
PVI
654
Pine Valley Investments
New Jersey
$2.52M
AG
655
Ascent Group
Virginia
$2.5M
MAWA
656
Moss Adams Wealth Advisors
Washington
$2.5M
CWS
657
Cypress Wealth Services
California
$2.5M
VDBMI
658
Van Den Berg Management I
Texas
$2.5M
NDSIB
659
North Dakota State Investment Board
North Dakota
$2.5M
NHC
660
Nicholas Hoffman & Company
Georgia
$2.48M
DI
661
DKRT Investments
$2.48M
LCM
662
Legato Capital Management
California
$2.48M
KWA
663
Kingswood Wealth Advisors
California
$2.48M
HPG
664
Harvest Portfolios Group
Ontario, Canada
$2.47M
CCIA
665
Cherry Creek Investment Advisors
Colorado
$2.46M
ACM
666
Advisors Capital Management
New Jersey
$2.46M
BCM
667
Brookmont Capital Management
Texas
$2.45M
MRP
668
Measured Risk Portfolios
California
$2.45M
RWM
669
Ritholtz Wealth Management
New York
$2.45M
TWC
670
TD Waterhouse Canada
Ontario, Canada
$2.44M
HCM
671
Hillman Capital Management
Maryland
$2.44M
MHI
672
Miller Howard Investments
New York
$2.44M
EF
673
Empirical Finance
Pennsylvania
$2.43M
CNBT
674
Canandaigua National Bank & Trust
New York
$2.42M
HCM
675
Horrell Capital Management
Arkansas
$2.41M