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United Parcel Service

2,077 hedge funds and large institutions have $50.1B invested in United Parcel Service in 2025 Q4 according to their latest regulatory filings, with 337 funds opening new positions, 716 increasing their positions, 844 reducing their positions, and 142 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:

4.28% more ownership

Funds ownership: 64.01%68.29% (+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: 716 | Existing positions reduced: 844

Holders
2,077
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
$2.02B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TAP
1301
TSG Advice Partners
Ohio
$478K
LFA
1302
LifeGuide Financial Advisors
Pennsylvania
$477K
LWP
1303
LMG Wealth Partners
Louisiana
$476K
JTWM
1304
Jackson Thornton Wealth Management
Alabama
$474K
DE
1305
Diversified Enterprises
Delaware
$474K
RHDIC
1306
R.H. Dinel Investment Counsel
California
$474K
GAM
1307
Groupama Asset Management
France
$471K
CTC
1308
Central Trust Company
Missouri
$470K
WTC
1309
WhitTier Trust Company
Nevada
$469K
CTC
1310
Cetera Trust Company
Minnesota
$469K
ECA
1311
Elevated Capital Advisors
Utah
$466K
BFA
1312
Beacon Financial Advisory
Ohio
$465K
ILI
1313
Invesco LLC (Illinois)
Illinois
$464K
AGWCA
1314
Annis Gardner Whiting Capital Advisors
Florida
$463K
CBTWT
1315
Community Bank & Trust (Waco, Texas)
Texas
$463K
CFS
1316
Coordinated Financial Services
Colorado
$461K
WWC
1317
Waypoint Wealth Counsel
Georgia
$460K
NF
1318
Nvest Financial
New Hampshire
$460K
PTP
1319
Platform Technology Partners
New York
$459K
MFGM
1320
Marshall Financial Group (Maryland)
Maryland
$458K
LFS
1321
Lighthouse Financial Services
California
$458K
DI
1322
Diligent Investors
California
$456K
ANTB
1323
AMG National Trust Bank
Colorado
$456K
CCM
1324
Cohen Capital Management
California
$455K
HPM
1325
Hoxton Planning & Management
West Virginia
$454K