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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
FWM
1026
ForthRight Wealth Management
Georgia
$937K
CFA
1027
Churchill Financial Advisors
Kentucky
$934K
ISFAN
1028
Investor's Fiduciary Advisor Network
Washington
$933K
SAA
1029
Southeast Asset Advisors
Georgia
$932K
GA
1030
GoalVest Advisory
New York
$926K
PT
1031
Plimoth Trust
Massachusetts
$925K
MWM
1032
Modern Wealth Management
Kansas
$918K
SW
1033
Simplicity Wealth
New Jersey
$917K
GIA
1034
Gateway Investment Advisers
Ohio
$916K
MCA
1035
Millennium Capital Advisors
Arkansas
$913K
LBC
1036
Lowe Brockenbrough & Co
Virginia
$913K
GWP
1037
Gateway Wealth Partners
Wisconsin
$913K
GAM
1038
Griffin Asset Management
New York
$905K
PIC
1039
Portland Investment Counsel
Ontario, Canada
$903K
VWA
1040
Visionary Wealth Advisors
Illinois
$901K
UIC
1041
Uniplan Investment Counsel
Wisconsin
$900K
AMG
1042
Advisors Management Group
Wisconsin
$882K
HICL
1043
Hamrick Investment Counsel, llc
Washington
$881K
LC
1044
Lawood & Co
Pennsylvania
$879K
VCS
1045
Vaughan & Co Securities
New Jersey
$878K
GIPW
1046
Granite Islands Private Wealth
Connecticut
$874K
SIM
1047
Studio Investment Management
Illinois
$869K
AWA
1048
Amplius Wealth Advisors
Pennsylvania
$866K
MWM
1049
Mission Wealth Management
California
$866K
JFG
1050
Jefferies Financial Group
New York
$865K