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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
HI
1101
Harrington Investments
California
$757K
CA
1102
Carson Advisory
Georgia
$750K
WFM
1103
Wolff Financial Management
Michigan
$750K
EIA
1104
Eldridge Investment Advisors
New Hampshire
$750K
AHL
1105
Abel Hall LLC
Louisiana
$749K
WANY
1106
Wealthspire Advisors (New York)
New York
$748K
EI
1107
Ethic Inc
New York
$745K
SM
1108
Southport Management
Wyoming
$744K
GWMR
1109
GC Wealth Management RIA
Massachusetts
$738K
PWMAG
1110
Pinnacle Wealth Management Advisory Group
New Jersey
$738K
DIP
1111
Davis Investment Partners
North Carolina
$733K
NFW
1112
Noble Family Wealth
Florida
$730K
THCM
1113
Taylor Hoffman Capital Management
Virginia
$727K
IAS
1114
Insigneo Advisory Services
Florida
$727K
EFH
1115
Eaton Financial Holdings
Florida
$721K
LMFPL
1116
Larry Mathis Financial Planning, LLC
Arizona
$720K
KOC
1117
Koss-Olinger Consulting
Florida
$719K
IP
1118
Indivisible Partners
Florida
$716K
FFM
1119
Forum Financial Management
Illinois
$716K
CWM
1120
Collaborative Wealth Management
Florida
$713K
SCM
1121
Shelton Capital Management
Colorado
$710K
AIM
1122
Access Investment Management
Georgia
$710K
AWA
1123
ARQ Wealth Advisors
Arizona
$709K
AWA
1124
Acorn Wealth Advisors
Michigan
$708K
BBI
1125
Baxter Bros Inc
Connecticut
$704K