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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
FFM
1126
Forum Financial Management
Illinois
$716K
CWM
1127
Collaborative Wealth Management
Florida
$713K
SCM
1128
Shelton Capital Management
Colorado
$710K
AIM
1129
Access Investment Management
Georgia
$710K
AWA
1130
ARQ Wealth Advisors
Arizona
$709K
AWA
1131
Acorn Wealth Advisors
Michigan
$708K
BBI
1132
Baxter Bros Inc
Connecticut
$704K
CI
1133
Cigna Investments
Connecticut
$702K
SS
1134
SBI Securities
Japan
$700K
TTWM
1135
TCV Trust & Wealth Management
Virginia
$700K
FFS
1136
Forge Financial Services
Oklahoma
$698K
RB
1137
Renasant Bank
Mississippi
$698K
FNB
1138
Farmers National Bank
Kentucky
$697K
CA
1139
Continuum Advisory
Idaho
$697K
JFGIW
1140
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$695K
DA
1141
Denali Advisors
California
$694K
BAM
1142
Belpointe Asset Management
Nevada
$694K
MSS
1143
Mitchell Sinkler & Starr
Pennsylvania
$694K
LSV Asset Management
1144
LSV Asset Management
Illinois
$694K
PA
1145
Procyon Advisors
Connecticut
$691K
SJIM
1146
St. Johns Investment Management
Florida
$690K
PCP
1147
Perbak Capital Partners
United Kingdom
$689K
EAM
1148
Erste Asset Management
Austria
$689K
FA
1149
Fortis Advisors
Pennsylvania
$688K
LCGC
1150
Legacy Capital Group California
California
$688K