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United Parcel Service

2,087 hedge funds and large institutions have $50.1B invested in United Parcel Service in 2025 Q4 according to their latest regulatory filings, with 342 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
2,087
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
BAM
1101
Berkshire Asset Management
Pennsylvania
$758K
SAM
1102
Smartleaf Asset Management
Massachusetts
$757K
KWMG
1103
King Wealth Management Group
Florida
$757K
HI
1104
Harrington Investments
California
$757K
CA
1105
Carson Advisory
Georgia
$750K
WFM
1106
Wolff Financial Management
Michigan
$750K
EIA
1107
Eldridge Investment Advisors
New Hampshire
$750K
AHL
1108
Abel Hall LLC
Louisiana
$749K
WANY
1109
Wealthspire Advisors (New York)
New York
$748K
EI
1110
Ethic Inc
New York
$745K
SM
1111
Southport Management
Wyoming
$744K
GWMR
1112
GC Wealth Management RIA
Massachusetts
$738K
PWMAG
1113
Pinnacle Wealth Management Advisory Group
New Jersey
$738K
DIP
1114
Davis Investment Partners
North Carolina
$733K
NFW
1115
Noble Family Wealth
Florida
$730K
THCM
1116
Taylor Hoffman Capital Management
Virginia
$727K
IAS
1117
Insigneo Advisory Services
Florida
$727K
EFH
1118
Eaton Financial Holdings
Florida
$721K
LMFP
1119
Larry Mathis Financial Planning
Arizona
$720K
KOC
1120
Koss-Olinger Consulting
Florida
$719K
IP
1121
Indivisible Partners
Florida
$716K
FFM
1122
Forum Financial Management
Illinois
$716K
CWM
1123
Collaborative Wealth Management
Florida
$713K
SCM
1124
Shelton Capital Management
Colorado
$710K
AIM
1125
Access Investment Management
Georgia
$710K