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United Parcel Service

2,114 hedge funds and large institutions have $50.2B invested in United Parcel Service in 2025 Q4 according to their latest regulatory filings, with 357 funds opening new positions, 723 increasing their positions, 853 reducing their positions, and 143 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 357 | Existing positions closed: 143

27% more capital invested

Capital invested by funds: $39.4B → $50.2B (+$10.8B)

20% more call options, than puts

Call options by funds: $2.43B | Put options by funds: $2.03B

9% more funds holding

Funds holding: 1,9412,114 (+173)

4.33% more ownership

Funds ownership: 64.08%68.4% (+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: 723 | Existing positions reduced: 853

Holders
2,114
Holders Change
+173
Holders Change %
+8.91%
% of All Funds
25.72%
Holding in Top 10
34
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.03%
% of All Funds
0.41%
New
357
Increased
723
Reduced
853
Closed
143
Calls
$2.43B
Puts
$2.03B
Net Calls
+$399M
Net Calls Change
+$260M
Name Holding Trade Value Shares
Change
Change in
Stake
PWP
1251
Principle Wealth Partners
Connecticut
$545K +$4.4K +47 +0.9%
FFWM
1252
Future Financial Wealth Management
Ohio
$543K -$232K -2,475 -33%
CA
1253
Calton & Associates
Florida
$539K +$16.2K +173 +3%
DWM
1254
Darwin Wealth Management
Florida
$537K +$3.74K +40 +0.7%
SWM
1255
SeaCrest Wealth Management
New York
$536K -$26.4K -282 -5%
JWM
1256
Jessup Wealth Management
Ohio
$536K +$505K +5,400 New
SOS
1257
Silver Oak Securities
Tennessee
$535K -$132K -1,406 -21%
FMWA
1258
Forvis Mazars Wealth Advisors
Missouri
$535K -$6.27K -67 -1%
SQA
1259
Simon Quick Advisors
New Jersey
$534K +$21K +225 +4%
KMWM
1260
Keudell/Morrison Wealth Management
Oregon
$534K +$504K +5,386 New
TPCW
1261
TD Private Client Wealth
New York
$532K -$190K -2,031 -27%
FBT
1262
First Bankers Trust
Kentucky
$532K -$151K -1,616 -23%
DWS
1263
Discipline Wealth Solutions
South Carolina
$531K
OC
1264
Opinicus Capital
Florida
$530K -$358K -3,832 -42%
HPC
1265
HM Payson & Co
Maine
$529K -$1.87K -20 -0.4%
AIC
1266
Archer Investment Corporation
Indiana
$528K -$19.4K -207 -4%
CC
1267
Carlson Capital
Texas
$526K -$327K -3,500 -40%
WF
1268
Womack Financial
Texas
$524K +$55K +588 +13%
BTI
1269
Blue Trust Inc
Georgia
$524K -$982K -10,500 -67%
JHC
1270
J. Hagan Capital
Kentucky
$522K +$281 +3 +0.1%
HFRG
1271
Houlihan Financial Resource Group
Virginia
$522K +$492K +5,263 New
GFA
1272
Gallagher Fiduciary Advisors
Illinois
$522K -$28.6K -306 -5%
IFWM
1273
Institute for Wealth Management
Colorado
$521K -$123K -1,320 -20%
LA
1274
Legacy Advisors
Pennsylvania
$519K +$25.6K +274 +6%
BCM
1275
Bannerstone Capital Management
Minnesota
$519K +$489K +5,232 New