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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
AIM
1201
Acropolis Investment Management
Missouri
$620K
BCP
1202
Berkeley Capital Partners
Georgia
$620K
Bessemer Group
1203
Bessemer Group
New Jersey
$619K
WC
1204
Whitney & Co
New York
$619K
NS
1205
NBC Securities
Alabama
$615K
AWM
1206
Absher Wealth Management
North Carolina
$608K
CFC
1207
Coyle Financial Counsel
Illinois
$606K
TCM
1208
Tradewinds Capital Management
Washington
$595K
FSA
1209
Financial Sense Advisors
California
$595K
SSWM
1210
Strait & Sound Wealth Management
California
$595K
KA
1211
Kercheville Advisors
Texas
$595K
WA
1212
Waddell & Associates
Tennessee
$595K
CS
1213
Clear Street
New York
$592K
DM
1214
Diversified Management
Wisconsin
$590K
HL
1215
HeadInvest LLC
Maine
$588K
EW
1216
Evoke Wealth
California
$586K
PF
1217
Phoenix Financial
Israel
$586K
XT
1218
XTX Topco
Cayman Islands
$586K
MA
1219
MCF Advisors
Kentucky
$583K
FWM
1220
Forteris Wealth Management
New York
$582K
NSAM
1221
North Star Asset Management
Wisconsin
$581K
BIA
1222
Bigelow Investment Advisors
Maine
$577K
TCA
1223
Transcend Capital Advisors
New Jersey
$576K
LFA
1224
Legacy Financial Advisors
Kentucky
$575K
AOWM
1225
Alpha Omega Wealth Management
Virginia
$574K