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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
EPW
701
Evolve Private Wealth
California
$2.19M
HI
702
Horizon Investments
North Carolina
$2.18M
HH
703
Hilltop Holdings
Texas
$2.17M
MWM
704
MFG Wealth Management
Indiana
$2.15M
OCM
705
One Capital Management
California
$2.15M
BWG
706
Boomfish Wealth Group
Georgia
$2.14M
ECM
707
Evergreen Capital Management
Washington
$2.14M
MC
708
Moors & Cabot
Massachusetts
$2.14M
WS
709
Wedbush Securities
California
$2.12M
WTA
710
Washington Trust Advisors
Massachusetts
$2.12M
PA
711
Pinnacle Associates
New York
$2.08M
CL
712
COWA LLC
Oklahoma
$2.08M
CAG
713
Csenge Advisory Group
Florida
$2.08M
PWG
714
Portside Wealth Group
Utah
$2.06M
VCA
715
Verdence Capital Advisors
Maryland
$2.06M
PBC
716
Pavion Blue Capital
California
$2.06M
FCA
717
FLC Capital Advisors
California
$2.06M
NW
718
NewEdge Wealth
Pennsylvania
$2.04M
PA
719
Parallel Advisors
California
$2.03M
HAS
720
HBW Advisory Services
California
$2.02M
CAM
721
Cresset Asset Management
Illinois
$2.02M
MPPW
722
Mitchell & Pahl Private Wealth
Oklahoma
$2.02M
RB
723
Rodgers Brothers
Pennsylvania
$2.02M
AF
724
Aviso Financial
Ontario, Canada
$2.01M
ACMA
725
Arbor Capital Management (Alaska)
Alaska
$2M