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