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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
HA
1226
Herold Advisors
New York
$574K
JSW
1227
Journey Strategic Wealth
New Jersey
$574K
HTIM
1228
Harbour Trust & Investment Management
Indiana
$573K
SFS
1229
Sharp Financial Services
Pennsylvania
$573K
NFG
1230
Nations Financial Group
Iowa
$568K
DMBA
1231
Deseret Mutual Benefit Administrators
Utah
$567K
JBC
1232
Jefferson Bridge Capital
Tennessee
$564K
IAG
1233
Ipsen Advisor Group
Arkansas
$562K
JIC
1234
Joel Isaacson & Co
New York
$560K
4WM
1235
49 Wealth Management
Texas
$560K
SL
1236
Sentinus LLC
Illinois
$558K
KCM
1237
Kanawha Capital Management
Virginia
$552K
CC
1238
Clearwave Capital
California
$550K
PWP
1239
Principle Wealth Partners
Connecticut
$545K
FFWM
1240
Future Financial Wealth Management
Ohio
$543K
CA
1241
Calton & Associates
Florida
$539K
DWM
1242
Darwin Wealth Management
Florida
$537K
SWM
1243
SeaCrest Wealth Management
New York
$536K
JWM
1244
Jessup Wealth Management
Ohio
$536K
SOS
1245
Silver Oak Securities
Tennessee
$535K
FMWA
1246
Forvis Mazars Wealth Advisors
Missouri
$535K
SQA
1247
Simon Quick Advisors
New Jersey
$534K
KMWM
1248
Keudell/Morrison Wealth Management
Oregon
$534K
TPCW
1249
TD Private Client Wealth
New York
$532K
FBT
1250
First Bankers Trust
Kentucky
$532K