UPS icon

United Parcel Service

2,087 hedge funds and large institutions have $50.1B invested in United Parcel Service in 2025 Q4 according to their latest regulatory filings, with 342 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
2,087
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
NG
1001
Norden Group
Utah
$989K
MIM
1002
Miller Investment Management
Pennsylvania
$987K
TSS
1003
Two Sigma Securities
New York
$985K
RFM
1004
Royal Fund Management
Florida
$983K
MA
1005
Montag & Associates
Georgia
$982K
TCPW
1006
Twin City Private Wealth
North Carolina
$982K
CIC
1007
Cornercap Investment Counsel
Georgia
$981K
KFGK
1008
Keystone Financial Group (Kentucky)
Kentucky
$980K
TIAA Trust, National Association
1009
TIAA Trust, National Association
North Carolina
$978K
AMIM
1010
Aull & Monroe Investment Management
Alabama
$977K
CWM
1011
Copia Wealth Management
Oregon
$977K
TBC
1012
Tweedy, Browne Co
Connecticut
$976K
FC
1013
Financial Consulate
Maryland
$976K
GCA
1014
Greenwood Capital Associates
South Carolina
$974K
AWA
1015
Aaron Wealth Advisors
Illinois
$974K
CI
1016
CX Institutional
Indiana
$972K
RIM
1017
Redwood Investment Management
Arizona
$964K
JF
1018
Jump Financial
Illinois
$963K
LFG
1019
Larson Financial Group
Missouri
$962K
CFG
1020
Citizens Financial Group
Rhode Island
$957K
1M
1021
1248 Management
Missouri
$952K
CAM
1022
Cidel Asset Management
Ontario, Canada
$945K
GI
1023
GAMMA Investing
California
$941K
FWM
1024
ForthRight Wealth Management
Georgia
$937K
CFA
1025
Churchill Financial Advisors
Kentucky
$934K