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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
BIA
1226
Bigelow Investment Advisors
Maine
$577K
TCA
1227
Transcend Capital Advisors
New Jersey
$576K
LFA
1228
Legacy Financial Advisors
Kentucky
$575K
AOWM
1229
Alpha Omega Wealth Management
Virginia
$574K
HA
1230
Herold Advisors
New York
$574K
JSW
1231
Journey Strategic Wealth
New Jersey
$574K
HTIM
1232
Harbour Trust & Investment Management
Indiana
$573K
SFS
1233
Sharp Financial Services
Pennsylvania
$573K
NFG
1234
Nations Financial Group
Iowa
$568K
DMBA
1235
Deseret Mutual Benefit Administrators
Utah
$567K
JBC
1236
Jefferson Bridge Capital
Tennessee
$564K
IAG
1237
Ipsen Advisor Group
Arkansas
$562K
JIC
1238
Joel Isaacson & Co
New York
$560K
4WM
1239
49 Wealth Management
Texas
$560K
SL
1240
Sentinus LLC
Illinois
$558K
KCM
1241
Kanawha Capital Management
Virginia
$552K
CC
1242
Clearwave Capital
California
$550K
PWP
1243
Principle Wealth Partners
Connecticut
$545K
FFWM
1244
Future Financial Wealth Management
Ohio
$543K
CA
1245
Calton & Associates
Florida
$539K
DWM
1246
Darwin Wealth Management
Florida
$537K
SWM
1247
SeaCrest Wealth Management
New York
$536K
JWM
1248
Jessup Wealth Management
Ohio
$536K
SOS
1249
Silver Oak Securities
Tennessee
$535K
FMWA
1250
Forvis Mazars Wealth Advisors
Missouri
$535K