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United Parcel Service

2,077 hedge funds and large institutions have $50.1B invested in United Parcel Service in 2025 Q4 according to their latest regulatory filings, with 337 funds opening new positions, 716 increasing their positions, 844 reducing their positions, and 142 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:

4.28% more ownership

Funds ownership: 64.01%68.29% (+4.3%)

3% more funds holding in top 10

Funds holding in top 10: 3334 (+1)

15% less repeat investments, than reductions

Existing positions increased: 716 | Existing positions reduced: 844

Holders
2,077
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
$2.02B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TSS
1001
Two Sigma Securities
New York
$985K
RFM
1002
Royal Fund Management
Florida
$983K
MA
1003
Montag & Associates
Georgia
$982K
TCPW
1004
Twin City Private Wealth
North Carolina
$982K
CIC
1005
Cornercap Investment Counsel
Georgia
$981K
KFGK
1006
Keystone Financial Group (Kentucky)
Kentucky
$980K
TIAA Trust, National Association
1007
TIAA Trust, National Association
North Carolina
$978K
AMIM
1008
Aull & Monroe Investment Management
Alabama
$977K
CWM
1009
Copia Wealth Management
Oregon
$977K
TBC
1010
Tweedy, Browne Co
Connecticut
$976K
FC
1011
Financial Consulate
Maryland
$976K
GCA
1012
Greenwood Capital Associates
South Carolina
$974K
AWA
1013
Aaron Wealth Advisors
Illinois
$974K
CI
1014
CX Institutional
Indiana
$972K
RIM
1015
Redwood Investment Management
Arizona
$964K
JF
1016
Jump Financial
Illinois
$963K
LFG
1017
Larson Financial Group
Missouri
$962K
CFG
1018
Citizens Financial Group
Rhode Island
$957K
1M
1019
1248 Management
Missouri
$952K
CAM
1020
Cidel Asset Management
Ontario, Canada
$945K
GI
1021
GAMMA Investing
California
$941K
FWM
1022
ForthRight Wealth Management
Georgia
$937K
CFA
1023
Churchill Financial Advisors
Kentucky
$934K
ISFAN
1024
Investor's Fiduciary Advisor Network
Washington
$933K
SAA
1025
Southeast Asset Advisors
Georgia
$932K