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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
PTP
1326
Platform Technology Partners
New York
$459K
MFGM
1327
Marshall Financial Group (Maryland)
Maryland
$458K
LFS
1328
Lighthouse Financial Services
California
$458K
DI
1329
Diligent Investors
California
$456K
ANTB
1330
AMG National Trust Bank
Colorado
$456K
CCM
1331
Cohen Capital Management
California
$455K
HPM
1332
Hoxton Planning & Management
West Virginia
$454K
LC
1333
Lincoln Capital
Nebraska
$454K
PWPS
1334
Pinnacle Wealth Planning Services
Ohio
$453K
AWMI
1335
Aegis Wealth Management (Iowa)
Iowa
$451K
BMCM
1336
Burns Matteson Capital Management
New York
$450K
SFGP
1337
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$450K
SW
1338
SkyOak Wealth
Michigan
$447K
SFS
1339
Solitude Financial Services
Virginia
$446K
HCM
1340
Howland Capital Management
Massachusetts
$445K
PCM
1341
Parsons Capital Management
Rhode Island
$445K
BMWS
1342
Brady Martz Wealth Solutions
North Dakota
$445K
RBC
1343
Roble Belko & Company
Pennsylvania
$444K
WFA
1344
WestHill Financial Advisors
California
$443K
PAM
1345
Panagora Asset Management
Massachusetts
$441K
SWM
1346
Silverlake Wealth Management
Vermont
$441K
MFA
1347
Mayflower Financial Advisors
Massachusetts
$440K
ACS
1348
Archford Capital Strategies
Illinois
$440K
WAG
1349
Winthrop Advisory Group
Massachusetts
$439K
TCWA
1350
Turtle Creek Wealth Advisors
Texas
$439K