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United Parcel Service

2,093 hedge funds and large institutions have $50.1B invested in United Parcel Service in 2025 Q4 according to their latest regulatory filings, with 346 funds opening new positions, 717 increasing their positions, 849 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:

4.3% more ownership

Funds ownership: 64.03%68.32% (+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: 717 | Existing positions reduced: 849

Holders
2,093
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
SMA
1076
Sage Mountain Advisors
Georgia
$806K
EA
1077
Emerald Advisors
Washington
$801K
NWAG
1078
Net Worth Advisory Group
Utah
$801K
AWM
1079
Arista Wealth Management
Nevada
$800K
TA
1080
TCM Advisors
West Virginia
$795K
BAG
1081
Bridgewealth Advisory Group
California
$794K
SACTSONJ
1082
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$794K
SFG
1083
Shum Financial Group
California
$793K
OBWG
1084
Onyx Bridge Wealth Group
New York
$792K
DA
1085
Detalus Advisors
Missouri
$791K
AWM
1086
Aberdeen Wealth Management
Illinois
$790K
AIA
1087
AssuredPartners Investment Advisors
Florida
$787K
RWM
1088
Revisor Wealth Management
Ohio
$784K
NRS
1089
Neville Rodie & Shaw
New York
$784K
KFS
1090
Keynote Financial Services
Connecticut
$784K
MFIM
1091
Mesirow Financial Investment Management
Illinois
$782K
WI
1092
Westbourne Investments
Virginia
$781K
PCA
1093
Purkiss Capital Advisors
Connecticut
$779K
GCM
1094
Gunpowder Capital Management
Maryland
$772K
AWG
1095
Altus Wealth Group
Colorado
$767K
CIA
1096
Caerus Investment Advisors
Texas
$767K
AP
1097
Anchyra Partners
Georgia
$767K
CCIA
1098
Campbell & Co Investment Adviser
Maryland
$767K
CTA
1099
Colonial Trust Advisors
South Carolina
$764K
LG
1100
LaFleur & Godfrey
Michigan
$763K