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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
AO
1301
Advisor OS
Illinois
$483K
CA
1302
Claro Advisors
Massachusetts
$482K
FFG
1303
Fortress Financial Group
Minnesota
$479K
RMAM
1304
Raab & Moskowitz Asset Management
New Jersey
$478K
CWM
1305
Calamos Wealth Management
Illinois
$478K
TAP
1306
TSG Advice Partners
Ohio
$478K
LFA
1307
LifeGuide Financial Advisors
Pennsylvania
$477K
LWP
1308
LMG Wealth Partners
Louisiana
$476K
JTWM
1309
Jackson Thornton Wealth Management
Alabama
$474K
DE
1310
Diversified Enterprises
Delaware
$474K
RHDIC
1311
R.H. Dinel Investment Counsel
California
$474K
GAM
1312
Groupama Asset Management
France
$471K
CTC
1313
Central Trust Company
Missouri
$470K
WTC
1314
WhitTier Trust Company
Nevada
$469K
CTC
1315
Cetera Trust Company
Minnesota
$469K
ECA
1316
Elevated Capital Advisors
Utah
$466K
BFA
1317
Beacon Financial Advisory
Ohio
$465K
ILI
1318
Invesco LLC (Illinois)
Illinois
$464K
AGWCA
1319
Annis Gardner Whiting Capital Advisors
Florida
$463K
CBTWT
1320
Community Bank & Trust (Waco, Texas)
Texas
$463K
CFS
1321
Coordinated Financial Services
Colorado
$461K
WWC
1322
Waypoint Wealth Counsel
Georgia
$460K
NF
1323
Nvest Financial
New Hampshire
$460K
PTP
1324
Platform Technology Partners
New York
$459K
MFGM
1325
Marshall Financial Group (Maryland)
Maryland
$458K