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United Parcel Service

2,089 hedge funds and large institutions have $50.1B invested in United Parcel Service in 2025 Q4 according to their latest regulatory filings, with 344 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
2,089
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
CFWMA
851
Center for Wealth Management Advisory
Ohio
$1.4M
AIMCA
852
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.4M
AA
853
Argent Advisors
Louisiana
$1.4M
DAS
854
Diversify Advisory Services
Utah
$1.39M
BFS
855
Bradley Foster & Sargent
Connecticut
$1.38M
VI
856
Vestcor Inc
New Brunswick, Canada
$1.38M
PP
857
Prudential plc
United Kingdom
$1.38M
PA
858
Probity Advisors
Texas
$1.38M
CI
859
Cherokee Insurance
Michigan
$1.37M
BRWA
860
B. Riley Wealth Advisors
Florida
$1.37M
MMM
861
Mendel Money Management
Illinois
$1.37M
TWM
862
Tradition Wealth Management
Minnesota
$1.36M
VNIM
863
Vaughan Nelson Investment Management
Texas
$1.36M
VWM
864
Venturi Wealth Management
Texas
$1.35M
CIM
865
Corbyn Investment Management
Maryland
$1.35M
WFPG
866
Waller Financial Planning Group
Ohio
$1.35M
PRP
867
Peak Retirement Planning
Ohio
$1.34M
ST
868
Spinnaker Trust
Maine
$1.34M
HT
869
Heritage Trust
Oklahoma
$1.34M
AIM
870
ARK Investment Management
Florida
$1.33M
HIA
871
Harvest Investment Advisors
Florida
$1.33M
ATC
872
Argent Trust Co
Tennessee
$1.33M
CFG
873
Capital Financial Group
Colorado
$1.33M
TPA
874
Trivium Point Advisory
Connecticut
$1.32M
OWA
875
Octavia Wealth Advisors
Ohio
$1.32M