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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
GA
1026
GoalVest Advisory
New York
$926K
PT
1027
Plimoth Trust
Massachusetts
$925K
MWM
1028
Modern Wealth Management
Kansas
$918K
SW
1029
Simplicity Wealth
New Jersey
$917K
GIA
1030
Gateway Investment Advisers
Ohio
$916K
MCA
1031
Millennium Capital Advisors
Arkansas
$913K
LBC
1032
Lowe Brockenbrough & Co
Virginia
$913K
GWP
1033
Gateway Wealth Partners
Wisconsin
$913K
GAM
1034
Griffin Asset Management
New York
$905K
PIC
1035
Portland Investment Counsel
Ontario, Canada
$903K
VWA
1036
Visionary Wealth Advisors
Illinois
$901K
UIC
1037
Uniplan Investment Counsel
Wisconsin
$900K
AMG
1038
Advisors Management Group
Wisconsin
$882K
LC
1039
Lawood & Co
Pennsylvania
$879K
VCS
1040
Vaughan & Co Securities
New Jersey
$878K
GIPW
1041
Granite Islands Private Wealth
Connecticut
$874K
SIM
1042
Studio Investment Management
Illinois
$869K
AWA
1043
Amplius Wealth Advisors
Pennsylvania
$866K
MWM
1044
Mission Wealth Management
California
$866K
JFG
1045
Jefferies Financial Group
New York
$865K
APSPRSPT
1046
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona
$863K
LCWP
1047
Legacy Capital Wealth Partners
Arkansas
$860K
EWM
1048
Empirical Wealth Management
Washington
$855K
RC
1049
Roundview Capital
New Jersey
$854K
PWAM
1050
Pinnacle West Asset Management
Wyoming
$854K