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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
LC
1326
Lincoln Capital
Nebraska
$454K
PWPS
1327
Pinnacle Wealth Planning Services
Ohio
$453K
AWMI
1328
Aegis Wealth Management (Iowa)
Iowa
$451K
BMCM
1329
Burns Matteson Capital Management
New York
$450K
SFGP
1330
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$450K
SW
1331
SkyOak Wealth
Michigan
$447K
SFS
1332
Solitude Financial Services
Virginia
$446K
HCM
1333
Howland Capital Management
Massachusetts
$445K
PCM
1334
Parsons Capital Management
Rhode Island
$445K
BMWS
1335
Brady Martz Wealth Solutions
North Dakota
$445K
RBC
1336
Roble Belko & Company
Pennsylvania
$444K
WFA
1337
WestHill Financial Advisors
California
$443K
PAM
1338
Panagora Asset Management
Massachusetts
$441K
SWM
1339
Silverlake Wealth Management
Vermont
$441K
MFA
1340
Mayflower Financial Advisors
Massachusetts
$440K
ACS
1341
Archford Capital Strategies
Illinois
$440K
WAG
1342
Winthrop Advisory Group
Massachusetts
$439K
TCWA
1343
Turtle Creek Wealth Advisors
Texas
$439K
ACIM
1344
Azimuth Capital Investment Management
Michigan
$436K
VCM
1345
Virtue Capital Management
Tennessee
$433K
Capstone Investment Advisors
1346
Capstone Investment Advisors
New York
$432K
HCM
1347
Hutner Capital Management
Vermont
$431K
SAM
1348
Seelaus Asset Management
New Jersey
$431K
PMSA
1349
Patrick M. Sweeney & Associates
Illinois
$430K
CI Investments Inc
1350
CI Investments Inc
Ontario, Canada
$429K