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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
BWP
1151
Balboa Wealth Partners
Arizona
$681K
FB
1152
Fulton Bank
Pennsylvania
$681K
SW
1153
SVB Wealth
Massachusetts
$681K
CM
1154
Caption Management
Oklahoma
$677K
AIP
1155
Ameritas Investment Partners
Nebraska
$677K
GT
1156
Greenleaf Trust
Michigan
$676K
ACM
1157
Advance Capital Management
Michigan
$673K
Luther King Capital Management (LKCM)
1158
Luther King Capital Management (LKCM)
Texas
$673K
PCG
1159
Prosperity Consulting Group
Maryland
$673K
CSC
1160
Caldwell Sutter Capital
California
$673K
SFG
1161
SNS Financial Group
Minnesota
$672K
FWWM
1162
Fiscal Wisdom Wealth Management
Connecticut
$671K
MC
1163
Maverick Capital
Texas
$670K
GGS
1164
Galvin Gaustad & Stein
Arizona
$668K
CGA
1165
Crescent Grove Advisors
Illinois
$665K
EFA
1166
Englebert Financial Advisers
Pennsylvania
$664K
PA
1167
Profund Advisors
Maryland
$662K
AIA
1168
AIMZ Investment Advisors
California
$660K
WMP
1169
Wealth Management Partners
Arizona
$659K
BHC
1170
Bowen Hanes & Co
Florida
$659K
PWP
1171
Perfromance Wealth Partners
Illinois
$658K
RIA
1172
Richwood Investment Advisors
Ohio
$658K
EF
1173
Exeter Financial
Arizona
$657K
VAG
1174
VisionPoint Advisory Group
Texas
$657K
ACI
1175
Alpha Cubed Investments
California
$657K