UPS icon

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
FWM
1176
Forza Wealth Management
Florida
$652K
AWM
1177
Accurate Wealth Management
Florida
$652K
ACP
1178
Aviance Capital Partners
Florida
$651K
WSC
1179
Wellington Shields & Co
New York
$646K
CFMC
1180
Curbstone Financial Management Corp
New Hampshire
$646K
SB
1181
Strategic Blueprint
Georgia
$645K
BCWM
1182
Bartlett & Co Wealth Management
Ohio
$643K
ECM
1183
Elgethun Capital Management
South Dakota
$643K
Lazard Asset Management
1184
Lazard Asset Management
New York
$642K
GWM
1185
GSB Wealth Management
Connecticut
$641K
CWS
1186
Confluence Wealth Services
Pennsylvania
$640K
CRI
1187
Colonial River Investments
Virginia
$640K
SC
1188
Syon Capital
California
$639K
LWL
1189
Leo Wealth LLC
Texas
$637K
PCG
1190
PFC Capital Group
California
$635K
MTIM
1191
Marathon Trading Investment Management
Pennsylvania
$635K
TWPM
1192
Total Wealth Planning & Management
Florida
$634K
ABLA
1193
Alan B. Lancz & Associates
Ohio
$632K
EBWM
1194
Eagle Bluffs Wealth Management
Missouri
$627K
SWA
1195
SOA Wealth Advisors
New York
$627K
FG
1196
Fiduciary Group
Georgia
$622K
PCA
1197
Prosperity Capital Advisors
Ohio
$622K
AIM
1198
Acropolis Investment Management
Missouri
$620K
BCP
1199
Berkeley Capital Partners
Georgia
$620K
Bessemer Group
1200
Bessemer Group
New Jersey
$619K