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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
WC
1201
Whitney & Co
New York
$619K
NS
1202
NBC Securities
Alabama
$615K
AWM
1203
Absher Wealth Management
North Carolina
$608K
CFC
1204
Coyle Financial Counsel
Illinois
$606K
TCM
1205
Tradewinds Capital Management
Washington
$595K
FSA
1206
Financial Sense Advisors
California
$595K
SSWM
1207
Strait & Sound Wealth Management
California
$595K
KA
1208
Kercheville Advisors
Texas
$595K
WA
1209
Waddell & Associates
Tennessee
$595K
CS
1210
Clear Street
New York
$592K
DM
1211
Diversified Management
Wisconsin
$590K
HL
1212
HeadInvest LLC
Maine
$588K
EW
1213
Evoke Wealth
California
$586K
PF
1214
Phoenix Financial
Israel
$586K
XT
1215
XTX Topco
Cayman Islands
$586K
MA
1216
MCF Advisors
Kentucky
$583K
FWM
1217
Forteris Wealth Management
New York
$582K
NSAM
1218
North Star Asset Management
Wisconsin
$581K
BIA
1219
Bigelow Investment Advisors
Maine
$577K
TCA
1220
Transcend Capital Advisors
New Jersey
$576K
LFA
1221
Legacy Financial Advisors
Kentucky
$575K
AOWM
1222
Alpha Omega Wealth Management
Virginia
$574K
HA
1223
Herold Advisors
New York
$574K
JSW
1224
Journey Strategic Wealth
New Jersey
$574K
HTIM
1225
Harbour Trust & Investment Management
Indiana
$573K