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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
FTWA
951
Fifth Third Wealth Advisors
Ohio
$1.11M
SAG
952
SageView Advisory Group
California
$1.1M
SWM
953
Shrier Wealth Management
California
$1.1M
WCBA
954
Weaver C. Barksdale & Associates
Tennessee
$1.1M
MCM
955
Mork Capital Management
California
$1.1M
OAM
956
Ostrum Asset Management
France
$1.09M
TBC
957
Ted Buchan & Co
California
$1.09M
CCG
958
Cypress Capital Group
Florida
$1.09M
IA
959
IFG Advisory
Georgia
$1.09M
OC
960
Oarsman Capital
Wisconsin
$1.08M
PAM
961
Palisade Asset Management
Minnesota
$1.08M
MW
962
MBL Wealth
North Carolina
$1.06M
DCA
963
DB&C Advisors
Michigan
$1.06M
BDPWM
964
Barnes Dennig Private Wealth Management
Ohio
$1.06M
RGC
965
Roberts, Glore & Co
Illinois
$1.06M
IA
966
Integrity Alliance
Iowa
$1.06M
CA
967
CoreCap Advisors
Michigan
$1.06M
KAS
968
KPP Advisory Services
Kentucky
$1.06M
I
969
InvesTrust
Oklahoma
$1.06M
OKSA
970
O'Keefe Stevens Advisory
New York
$1.06M
NERM
971
New England Research & Management
Illinois
$1.05M
EM
972
Excalibur Management
Massachusetts
$1.05M
RT
973
Rockland Trust
Massachusetts
$1.05M
BCM
974
BluePath Capital Management
Georgia
$1.05M
CI
975
Ceera Investments
Texas
$1.05M