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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
SQA
1251
Simon Quick Advisors
New Jersey
$534K
KMWM
1252
Keudell/Morrison Wealth Management
Oregon
$534K
TPCW
1253
TD Private Client Wealth
New York
$532K
FBT
1254
First Bankers Trust
Kentucky
$532K
DWS
1255
Discipline Wealth Solutions
South Carolina
$531K
OC
1256
Opinicus Capital
Florida
$530K
HPC
1257
HM Payson & Co
Maine
$529K
AIC
1258
Archer Investment Corporation
Indiana
$528K
CC
1259
Carlson Capital
Texas
$526K
WF
1260
Womack Financial
Texas
$524K
BTI
1261
Blue Trust Inc
Georgia
$524K
JHC
1262
J. Hagan Capital
Kentucky
$522K
HFRG
1263
Houlihan Financial Resource Group
Virginia
$522K
GFA
1264
Gallagher Fiduciary Advisors
Illinois
$522K
IFWM
1265
Institute for Wealth Management
Colorado
$521K
LA
1266
Legacy Advisors
Pennsylvania
$519K
CCM
1267
Charter Capital Management
Wisconsin
$518K
BSB
1268
Bangor Savings Bank
Maine
$516K
RMDI
1269
R.M. Davis Inc
Maine
$516K
AA
1270
Armis Advisers
Georgia
$515K
LF
1271
Lantz Financial
Illinois
$514K
CCMT
1272
CMT Capital Markets Trading
Germany
$514K
WKSWA
1273
White Knight Strategic Wealth Advisors
New Jersey
$514K
LHWM
1274
Lake Hills Wealth Management
Texas
$514K
AAB
1275
ABN AMRO Bank
Netherlands
$512K