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