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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
WIC
801
Woodmont Investment Counsel
Tennessee
$1.59M
TCOV
802
Trust Company of Vermont
Vermont
$1.59M
DCM
803
Donaldson Capital Management
Indiana
$1.59M
GLF
804
Groupe la Francaise
France
$1.59M
SWGC
805
Summit Wealth Group (Colorado)
Colorado
$1.58M
ACA
806
Aptus Capital Advisors
Alabama
$1.58M
WT
807
Whittier Trust
California
$1.57M
SW
808
SteelPeak Wealth
California
$1.57M
CANC
809
Culbertson A N & Co
Virginia
$1.56M
FA
810
Fiduciary Alliance
South Carolina
$1.56M
FDS
811
First Dallas Securities
Texas
$1.55M
ZIG
812
Zullo Investment Group
Pennsylvania
$1.54M
CCFM
813
Clear Creek Financial Management
Washington
$1.54M
PCIA
814
Prime Capital Investment Advisors
Kansas
$1.54M
EWA
815
EverSource Wealth Advisors
Alabama
$1.53M
CG
816
Caprock Group
Idaho
$1.52M
RWPA
817
Richard W. Paul & Associates
Michigan
$1.52M
HFS
818
Hantz Financial Services
Michigan
$1.51M
LA
819
LBP AM
France
$1.51M
AAM
820
Auxier Asset Management
Oregon
$1.51M
KA
821
Kintegral Advisory
New York
$1.51M
MWM
822
Maltin Wealth Management
New Jersey
$1.5M
GIA
823
GHP Investment Advisors
Colorado
$1.5M
BWM
824
Bluebird Wealth Management
Massachusetts
$1.49M
ECM
825
Everence Capital Management
Indiana
$1.49M