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United Parcel Service

2,089 hedge funds and large institutions have $50.1B invested in United Parcel Service in 2025 Q4 according to their latest regulatory filings, with 344 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
2,089
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
LFA
1226
Legacy Financial Advisors
Kentucky
$575K
AOWM
1227
Alpha Omega Wealth Management
Virginia
$574K
HA
1228
Herold Advisors
New York
$574K
JSW
1229
Journey Strategic Wealth
New Jersey
$574K
HTIM
1230
Harbour Trust & Investment Management
Indiana
$573K
SFS
1231
Sharp Financial Services
Pennsylvania
$573K
NFG
1232
Nations Financial Group
Iowa
$568K
DMBA
1233
Deseret Mutual Benefit Administrators
Utah
$567K
JBC
1234
Jefferson Bridge Capital
Tennessee
$564K
IAG
1235
Ipsen Advisor Group
Arkansas
$562K
JIC
1236
Joel Isaacson & Co
New York
$560K
4WM
1237
49 Wealth Management
Texas
$560K
SL
1238
Sentinus LLC
Illinois
$558K
KCM
1239
Kanawha Capital Management
Virginia
$552K
CC
1240
Clearwave Capital
California
$550K
PWP
1241
Principle Wealth Partners
Connecticut
$545K
FFWM
1242
Future Financial Wealth Management
Ohio
$543K
CA
1243
Calton & Associates
Florida
$539K
DWM
1244
Darwin Wealth Management
Florida
$537K
SWM
1245
SeaCrest Wealth Management
New York
$536K
JWM
1246
Jessup Wealth Management
Ohio
$536K
SOS
1247
Silver Oak Securities
Tennessee
$535K
FMWA
1248
Forvis Mazars Wealth Advisors
Missouri
$535K
SQA
1249
Simon Quick Advisors
New Jersey
$534K
KMWM
1250
Keudell/Morrison Wealth Management
Oregon
$534K