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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
SFS
1226
Sharp Financial Services
Pennsylvania
$573K
NFG
1227
Nations Financial Group
Iowa
$568K
DMBA
1228
Deseret Mutual Benefit Administrators
Utah
$567K
JBC
1229
Jefferson Bridge Capital
Tennessee
$564K
IAG
1230
Ipsen Advisor Group
Arkansas
$562K
JIC
1231
Joel Isaacson & Co
New York
$560K
4WM
1232
49 Wealth Management
Texas
$560K
SL
1233
Sentinus LLC
Illinois
$558K
KCM
1234
Kanawha Capital Management
Virginia
$552K
CCL
1235
Clearwave Capital, LLC
California
$550K
PWP
1236
Principle Wealth Partners
Connecticut
$545K
FFWM
1237
Future Financial Wealth Management
Ohio
$543K
CA
1238
Calton & Associates
Florida
$539K
DWM
1239
Darwin Wealth Management
Florida
$537K
SWM
1240
SeaCrest Wealth Management
New York
$536K
JWM
1241
Jessup Wealth Management
Ohio
$536K
SOS
1242
Silver Oak Securities
Tennessee
$535K
FMWA
1243
Forvis Mazars Wealth Advisors
Missouri
$535K
SQA
1244
Simon Quick Advisors
New Jersey
$534K
KMWM
1245
Keudell/Morrison Wealth Management
Oregon
$534K
TPCW
1246
TD Private Client Wealth
New York
$532K
FBT
1247
First Bankers Trust
Kentucky
$532K
DWS
1248
Discipline Wealth Solutions
South Carolina
$531K
OC
1249
Opinicus Capital
Florida
$530K
HPC
1250
HM Payson & Co
Maine
$529K