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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
CCMG
1101
Clark Capital Management Group
Pennsylvania
$761K
MC
1102
Machina Capital
France
$759K
BAM
1103
Berkshire Asset Management
Pennsylvania
$758K
SAM
1104
Smartleaf Asset Management
Massachusetts
$757K
KWMG
1105
King Wealth Management Group
Florida
$757K
HI
1106
Harrington Investments
California
$757K
CA
1107
Carson Advisory
Georgia
$750K
WFM
1108
Wolff Financial Management
Michigan
$750K
EIA
1109
Eldridge Investment Advisors
New Hampshire
$750K
AHL
1110
Abel Hall LLC
Louisiana
$749K
WANY
1111
Wealthspire Advisors (New York)
New York
$748K
EI
1112
Ethic Inc
New York
$745K
SM
1113
Southport Management
Wyoming
$744K
GWMR
1114
GC Wealth Management RIA
Massachusetts
$738K
PWMAG
1115
Pinnacle Wealth Management Advisory Group
New Jersey
$738K
DIP
1116
Davis Investment Partners
North Carolina
$733K
NFW
1117
Noble Family Wealth
Florida
$730K
THCM
1118
Taylor Hoffman Capital Management
Virginia
$727K
IAS
1119
Insigneo Advisory Services
Florida
$727K
EFH
1120
Eaton Financial Holdings
Florida
$721K
LMFP
1121
Larry Mathis Financial Planning
Arizona
$720K
KOC
1122
Koss-Olinger Consulting
Florida
$719K
IP
1123
Indivisible Partners
Florida
$716K
FFM
1124
Forum Financial Management
Illinois
$716K
CWM
1125
Collaborative Wealth Management
Florida
$713K