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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
EWM
1051
Empirical Wealth Management
Washington
$855K
RC
1052
Roundview Capital
New Jersey
$854K
PWAM
1053
Pinnacle West Asset Management
Wyoming
$854K
CIC
1054
Carnegie Investment Counsel
Ohio
$853K
CL
1055
CSS LLC
Illinois
$853K
DW30
1056
Drucker Wealth 3.0
New Jersey
$852K
JIC
1057
Johnson Investment Counsel
Ohio
$849K
ACL
1058
Applied Capital LLC
Florida
$848K
BLC
1059
Brown, Lisle/Cummings
Rhode Island
$842K
KWA
1060
Kondo Wealth Advisors
California
$841K
LIM
1061
Longfellow Investment Management
Massachusetts
$840K
GFG
1062
Goldstone Financial Group
Illinois
$840K
GAMC
1063
Garner Asset Management Corp
Texas
$839K
HWAM
1064
Hennion & Walsh Asset Management
New Jersey
$832K
PPC
1065
Park Place Capital
Alabama
$828K
BLFG
1066
Brian Low Financial Group
Louisiana
$822K
MCM
1067
Mengis Capital Management
Oregon
$813K
FWIA
1068
Fort Washington Investment Advisors
Ohio
$813K
FFN
1069
Focus Financial Network
Minnesota
$812K
OIMU
1070
Osmosis Investment Management UK
United Kingdom
$810K
MMHP
1071
Murphy Middleton Hinkle & Parker
Georgia
$809K
SMA
1072
Sage Mountain Advisors
Georgia
$806K
EA
1073
Emerald Advisors
Washington
$801K
NWAG
1074
Net Worth Advisory Group
Utah
$801K
AWM
1075
Arista Wealth Management
Nevada
$800K