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