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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
ISFAN
1026
Investor's Fiduciary Advisor Network
Washington
$933K
SAA
1027
Southeast Asset Advisors
Georgia
$932K
GA
1028
GoalVest Advisory
New York
$926K
PT
1029
Plimoth Trust
Massachusetts
$925K
MWM
1030
Modern Wealth Management
Kansas
$918K
SW
1031
Simplicity Wealth
New Jersey
$917K
GIA
1032
Gateway Investment Advisers
Ohio
$916K
MCA
1033
Millennium Capital Advisors
Arkansas
$913K
LBC
1034
Lowe Brockenbrough & Co
Virginia
$913K
GWP
1035
Gateway Wealth Partners
Wisconsin
$913K
GAM
1036
Griffin Asset Management
New York
$905K
PIC
1037
Portland Investment Counsel
Ontario, Canada
$903K
VWA
1038
Visionary Wealth Advisors
Illinois
$901K
UIC
1039
Uniplan Investment Counsel
Wisconsin
$900K
AMG
1040
Advisors Management Group
Wisconsin
$882K
HICL
1041
Hamrick Investment Counsel, llc
Washington
$881K
LC
1042
Lawood & Co
Pennsylvania
$879K
VCS
1043
Vaughan & Co Securities
New Jersey
$878K
GIPW
1044
Granite Islands Private Wealth
Connecticut
$874K
SIM
1045
Studio Investment Management
Illinois
$869K
AWA
1046
Amplius Wealth Advisors
Pennsylvania
$866K
MWM
1047
Mission Wealth Management
California
$866K
JFG
1048
Jefferies Financial Group
New York
$865K
APSPRSPT
1049
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona
$863K
LCWP
1050
Legacy Capital Wealth Partners
Arkansas
$860K