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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
SFG
1076
Shum Financial Group
California
$793K
OBWG
1077
Onyx Bridge Wealth Group
New York
$792K
DA
1078
Detalus Advisors
Missouri
$791K
AWM
1079
Aberdeen Wealth Management
Illinois
$790K
AIA
1080
AssuredPartners Investment Advisors
Florida
$787K
RWM
1081
Revisor Wealth Management
Ohio
$784K
NRS
1082
Neville Rodie & Shaw
New York
$784K
KFS
1083
Keynote Financial Services
Connecticut
$784K
MFIM
1084
Mesirow Financial Investment Management
Illinois
$782K
WI
1085
Westbourne Investments
Virginia
$781K
PCA
1086
Purkiss Capital Advisors
Connecticut
$779K
GCMLDOWM
1087
Gunpowder Capital Management, LLC dba Oliver Wealth Management
Maryland
$772K
AWG
1088
Altus Wealth Group
Colorado
$767K
CIA
1089
Caerus Investment Advisors
Texas
$767K
AP
1090
Anchyra Partners
Georgia
$767K
CCIA
1091
Campbell & Co Investment Adviser
Maryland
$767K
CTA
1092
Colonial Trust Advisors
South Carolina
$764K
LG
1093
LaFleur & Godfrey
Michigan
$763K
UCB
1094
United Community Bank
South Carolina
$763K
RIA
1095
Regal Investment Advisors
Michigan
$762K
CCMG
1096
Clark Capital Management Group
Pennsylvania
$761K
MC
1097
Machina Capital
France
$759K
BAM
1098
Berkshire Asset Management
Pennsylvania
$758K
SAM
1099
Smartleaf Asset Management
Massachusetts
$757K
KWMG
1100
King Wealth Management Group
Florida
$757K