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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
DWS
1251
Discipline Wealth Solutions
South Carolina
$531K
OC
1252
Opinicus Capital
Florida
$530K
HPC
1253
HM Payson & Co
Maine
$529K
AIC
1254
Archer Investment Corporation
Indiana
$528K
CC
1255
Carlson Capital
Texas
$526K
WF
1256
Womack Financial
Texas
$524K
BTI
1257
Blue Trust Inc
Georgia
$524K
JHC
1258
J. Hagan Capital
Kentucky
$522K
HFRG
1259
Houlihan Financial Resource Group
Virginia
$522K
GFA
1260
Gallagher Fiduciary Advisors
Illinois
$522K
IFWM
1261
Institute for Wealth Management
Colorado
$521K
LA
1262
Legacy Advisors
Pennsylvania
$519K
CCM
1263
Charter Capital Management
Wisconsin
$518K
BSB
1264
Bangor Savings Bank
Maine
$516K
RMDI
1265
R.M. Davis Inc
Maine
$516K
AA
1266
Armis Advisers
Georgia
$515K
LF
1267
Lantz Financial
Illinois
$514K
CCMT
1268
CMT Capital Markets Trading
Germany
$514K
WKSWA
1269
White Knight Strategic Wealth Advisors
New Jersey
$514K
LHWM
1270
Lake Hills Wealth Management
Texas
$514K
AAB
1271
ABN AMRO Bank
Netherlands
$512K
GS
1272
GTS Securities
New York
$511K
BC
1273
Brio Consultants
California
$510K
MDA
1274
Minot DeBlois Advisors
Massachusetts
$507K
KCP
1275
Kera Capital Partners
California
$507K