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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
SFG
701
Sovereign Financial Group
Connecticut
$2.19M
EP
702
Edgestream Partners
New Jersey
$2.19M
EPW
703
Evolve Private Wealth
California
$2.19M
HI
704
Horizon Investments
North Carolina
$2.18M
HH
705
Hilltop Holdings
Texas
$2.17M
MWM
706
MFG Wealth Management
Indiana
$2.15M
OCM
707
One Capital Management
California
$2.15M
BWG
708
Boomfish Wealth Group
Georgia
$2.14M
ECM
709
Evergreen Capital Management
Washington
$2.14M
MC
710
Moors & Cabot
Massachusetts
$2.14M
WS
711
Wedbush Securities
California
$2.12M
WTA
712
Washington Trust Advisors
Massachusetts
$2.12M
PA
713
Pinnacle Associates
New York
$2.08M
CL
714
COWA LLC
Oklahoma
$2.08M
CAG
715
Csenge Advisory Group
Florida
$2.08M
PWG
716
Portside Wealth Group
Utah
$2.06M
VCA
717
Verdence Capital Advisors
Maryland
$2.06M
PBC
718
Pavion Blue Capital
California
$2.06M
FCA
719
FLC Capital Advisors
California
$2.06M
NW
720
NewEdge Wealth
Pennsylvania
$2.04M
PA
721
Parallel Advisors
California
$2.03M
HAS
722
HBW Advisory Services
California
$2.02M
CAM
723
Cresset Asset Management
Illinois
$2.02M
MPPW
724
Mitchell & Pahl Private Wealth
Oklahoma
$2.02M
RB
725
Rodgers Brothers
Pennsylvania
$2.02M