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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
SWM
951
Shrier Wealth Management
California
$1.1M
WCBA
952
Weaver C. Barksdale & Associates
Tennessee
$1.1M
MCM
953
Mork Capital Management
California
$1.1M
OAM
954
Ostrum Asset Management
France
$1.09M
TBC
955
Ted Buchan & Co
California
$1.09M
CCG
956
Cypress Capital Group
Florida
$1.09M
IA
957
IFG Advisory
Georgia
$1.09M
OC
958
Oarsman Capital
Wisconsin
$1.08M
PAM
959
Palisade Asset Management
Minnesota
$1.08M
MW
960
MBL Wealth
North Carolina
$1.06M
DCA
961
DB&C Advisors
Michigan
$1.06M
BDPWM
962
Barnes Dennig Private Wealth Management
Ohio
$1.06M
RGC
963
Roberts, Glore & Co
Illinois
$1.06M
IA
964
Integrity Alliance
Iowa
$1.06M
CA
965
CoreCap Advisors
Michigan
$1.06M
KAS
966
KPP Advisory Services
Kentucky
$1.06M
I
967
InvesTrust
Oklahoma
$1.06M
OKSA
968
O'Keefe Stevens Advisory
New York
$1.06M
NERM
969
New England Research & Management
Illinois
$1.05M
EM
970
Excalibur Management
Massachusetts
$1.05M
RT
971
Rockland Trust
Massachusetts
$1.05M
BCM
972
BluePath Capital Management
Georgia
$1.05M
CI
973
Ceera Investments
Texas
$1.05M
CLA
974
Carnegie Lake Advisors
New Jersey
$1.04M
CT
975
Chicago Trust
Illinois
$1.04M