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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
NWAG
1076
Net Worth Advisory Group
Utah
$801K
AWM
1077
Arista Wealth Management
Nevada
$800K
TA
1078
TCM Advisors
West Virginia
$795K
SACTSONJ
1079
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$794K
BAG
1080
Bridgewealth Advisory Group
California
$794K
SFG
1081
Shum Financial Group
California
$793K
OBWG
1082
Onyx Bridge Wealth Group
New York
$792K
DA
1083
Detalus Advisors
Missouri
$791K
AWM
1084
Aberdeen Wealth Management
Illinois
$790K
AIA
1085
AssuredPartners Investment Advisors
Florida
$787K
RWM
1086
Revisor Wealth Management
Ohio
$784K
NRS
1087
Neville Rodie & Shaw
New York
$784K
KFS
1088
Keynote Financial Services
Connecticut
$784K
MFIM
1089
Mesirow Financial Investment Management
Illinois
$782K
WI
1090
Westbourne Investments
Virginia
$781K
PCA
1091
Purkiss Capital Advisors
Connecticut
$779K
GCM
1092
Gunpowder Capital Management
Maryland
$772K
AWG
1093
Altus Wealth Group
Colorado
$767K
CIA
1094
Caerus Investment Advisors
Texas
$767K
AP
1095
Anchyra Partners
Georgia
$767K
CCIA
1096
Campbell & Co Investment Adviser
Maryland
$767K
CTA
1097
Colonial Trust Advisors
South Carolina
$764K
LG
1098
LaFleur & Godfrey
Michigan
$763K
UCB
1099
United Community Bank
South Carolina
$763K
RIA
1100
Regal Investment Advisors
Michigan
$762K