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United Parcel Service

2,093 hedge funds and large institutions have $50.1B invested in United Parcel Service in 2025 Q4 according to their latest regulatory filings, with 346 funds opening new positions, 717 increasing their positions, 849 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:

4.3% more ownership

Funds ownership: 64.03%68.32% (+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: 717 | Existing positions reduced: 849

Holders
2,093
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
WWC
1326
Waypoint Wealth Counsel
Georgia
$460K
NF
1327
Nvest Financial
New Hampshire
$460K
PTP
1328
Platform Technology Partners
New York
$459K
MFGM
1329
Marshall Financial Group (Maryland)
Maryland
$458K
LFS
1330
Lighthouse Financial Services
California
$458K
DI
1331
Diligent Investors
California
$456K
ANTB
1332
AMG National Trust Bank
Colorado
$456K
CCM
1333
Cohen Capital Management
California
$455K
HPM
1334
Hoxton Planning & Management
West Virginia
$454K
LC
1335
Lincoln Capital
Nebraska
$454K
PWPS
1336
Pinnacle Wealth Planning Services
Ohio
$453K
AWMI
1337
Aegis Wealth Management (Iowa)
Iowa
$451K
BMCM
1338
Burns Matteson Capital Management
New York
$450K
SFGP
1339
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$450K
SW
1340
SkyOak Wealth
Michigan
$447K
SFS
1341
Solitude Financial Services
Virginia
$446K
HCM
1342
Howland Capital Management
Massachusetts
$445K
PCM
1343
Parsons Capital Management
Rhode Island
$445K
BMWS
1344
Brady Martz Wealth Solutions
North Dakota
$445K
RBC
1345
Roble Belko & Company
Pennsylvania
$444K
WFA
1346
WestHill Financial Advisors
California
$443K
PAM
1347
Panagora Asset Management
Massachusetts
$441K
SWM
1348
Silverlake Wealth Management
Vermont
$441K
MFA
1349
Mayflower Financial Advisors
Massachusetts
$440K
ACS
1350
Archford Capital Strategies
Illinois
$440K