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United Parcel Service

2,077 hedge funds and large institutions have $50.1B invested in United Parcel Service in 2025 Q4 according to their latest regulatory filings, with 337 funds opening new positions, 716 increasing their positions, 844 reducing their positions, and 142 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:

4.28% more ownership

Funds ownership: 64.01%68.29% (+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: 716 | Existing positions reduced: 844

Holders
2,077
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
$2.02B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWGC
801
Summit Wealth Group (Colorado)
Colorado
$1.58M
ACA
802
Aptus Capital Advisors
Alabama
$1.58M
WT
803
Whittier Trust
California
$1.57M
SW
804
SteelPeak Wealth
California
$1.57M
CANC
805
Culbertson A N & Co
Virginia
$1.56M
FA
806
Fiduciary Alliance
South Carolina
$1.56M
FDS
807
First Dallas Securities
Texas
$1.55M
ZIG
808
Zullo Investment Group
Pennsylvania
$1.54M
CCFM
809
Clear Creek Financial Management
Washington
$1.54M
PCIA
810
Prime Capital Investment Advisors
Kansas
$1.54M
EWA
811
EverSource Wealth Advisors
Alabama
$1.53M
CG
812
Caprock Group
Idaho
$1.52M
RWPA
813
Richard W. Paul & Associates
Michigan
$1.52M
HFS
814
Hantz Financial Services
Michigan
$1.51M
LA
815
LBP AM
France
$1.51M
AAM
816
Auxier Asset Management
Oregon
$1.51M
KA
817
Kintegral Advisory
New York
$1.51M
MWM
818
Maltin Wealth Management
New Jersey
$1.5M
GIA
819
GHP Investment Advisors
Colorado
$1.5M
BWM
820
Bluebird Wealth Management
Massachusetts
$1.49M
ECM
821
Everence Capital Management
Indiana
$1.49M
NAM
822
NorthCrest Asset Manangement
Minnesota
$1.49M
AAIM
823
American Assets Investment Management
California
$1.49M
BAM
824
Boyar Asset Management
New York
$1.49M
EWM
825
Evercore Wealth Management
New York
$1.48M