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United Parcel Service

2,089 hedge funds and large institutions have $50.1B invested in United Parcel Service in 2025 Q4 according to their latest regulatory filings, with 344 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
2,089
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
KFA
1301
Krane Funds Advisors
New York
$487K
SN
1302
Sittner & Nelson
Oregon
$486K
AO
1303
Advisor OS
Illinois
$483K
CA
1304
Claro Advisors
Massachusetts
$482K
FFG
1305
Fortress Financial Group
Minnesota
$479K
RMAM
1306
Raab & Moskowitz Asset Management
New Jersey
$478K
CWM
1307
Calamos Wealth Management
Illinois
$478K
TAP
1308
TSG Advice Partners
Ohio
$478K
LFA
1309
LifeGuide Financial Advisors
Pennsylvania
$477K
LWP
1310
LMG Wealth Partners
Louisiana
$476K
JTWM
1311
Jackson Thornton Wealth Management
Alabama
$474K
DE
1312
Diversified Enterprises
Delaware
$474K
RHDIC
1313
R.H. Dinel Investment Counsel
California
$474K
GAM
1314
Groupama Asset Management
France
$471K
CTC
1315
Central Trust Company
Missouri
$470K
WTC
1316
WhitTier Trust Company
Nevada
$469K
CTC
1317
Cetera Trust Company
Minnesota
$469K
ECA
1318
Elevated Capital Advisors
Utah
$466K
BFA
1319
Beacon Financial Advisory
Ohio
$465K
ILI
1320
Invesco LLC (Illinois)
Illinois
$464K
AGWCA
1321
Annis Gardner Whiting Capital Advisors
Florida
$463K
CBTWT
1322
Community Bank & Trust (Waco, Texas)
Texas
$463K
CFS
1323
Coordinated Financial Services
Colorado
$461K
WWC
1324
Waypoint Wealth Counsel
Georgia
$460K
NF
1325
Nvest Financial
New Hampshire
$460K