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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
EBWM
1201
Eagle Bluffs Wealth Management
Missouri
$627K
SWA
1202
SOA Wealth Advisors
New York
$627K
FG
1203
Fiduciary Group
Georgia
$622K
PCA
1204
Prosperity Capital Advisors
Ohio
$622K
AIM
1205
Acropolis Investment Management
Missouri
$620K
BCP
1206
Berkeley Capital Partners
Georgia
$620K
Bessemer Group
1207
Bessemer Group
New Jersey
$619K
WC
1208
Whitney & Co
New York
$619K
NS
1209
NBC Securities
Alabama
$615K
AWM
1210
Absher Wealth Management
North Carolina
$608K
CFC
1211
Coyle Financial Counsel
Illinois
$606K
TCM
1212
Tradewinds Capital Management
Washington
$595K
FSA
1213
Financial Sense Advisors
California
$595K
SSWM
1214
Strait & Sound Wealth Management
California
$595K
KA
1215
Kercheville Advisors
Texas
$595K
WA
1216
Waddell & Associates
Tennessee
$595K
CS
1217
Clear Street
New York
$592K
DM
1218
Diversified Management
Wisconsin
$590K
HL
1219
HeadInvest LLC
Maine
$588K
EW
1220
Evoke Wealth
California
$586K
PF
1221
Phoenix Financial
Israel
$586K
XT
1222
XTX Topco
Cayman Islands
$586K
MA
1223
MCF Advisors
Kentucky
$583K
FWM
1224
Forteris Wealth Management
New York
$582K
NSAM
1225
North Star Asset Management
Wisconsin
$581K