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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
CLA
976
Carnegie Lake Advisors
New Jersey
$1.04M
CT
977
Chicago Trust
Illinois
$1.04M
CHJWM
978
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.04M
MFS
979
Mattson Financial Services
Michigan
$1.04M
HAIM
980
Hunter Associates Investment Management
Pennsylvania
$1.04M
RP
981
Rice Partnership
Hawaii
$1.04M
PC
982
PCB Capital
New Jersey
$1.03M
MAS
983
Meeder Advisory Services
Ohio
$1.03M
HAG
984
HF Advisory Group
Maryland
$1.02M
TLCM
985
Twin Lakes Capital Management
California
$1.02M
FNA
986
First National Advisers
Nebraska
$1.02M
SFS
987
Stiles Financial Services
Minnesota
$1.02M
VFA
988
Voya Financial Advisors
Connecticut
$1.01M
AC
989
Addison Capital
Pennsylvania
$1.01M
WWM
990
Western Wealth Management
Colorado
$1.01M
BAG
991
Bauman Advisory Group
Nevada
$1.01M
6F
992
626 Financial
Michigan
$1.01M
TBT
993
Texas Bank & Trust
Texas
$1.01M
CT
994
Colonial Trust
South Carolina
$1.01M
DWM
995
Dakota Wealth Management
Florida
$1.01M
DT
996
DV Trading
Illinois
$1M
RYIA
997
Roehl & Yi Investment Advisors
Oregon
$1M
AWC
998
Abundance Wealth Counselors
Pennsylvania
$1M
IWA
999
Icon Wealth Advisors
Texas
$998K
CRIG
1000
Charter Research & Investment Group
Connecticut
$997K