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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
LFS
1326
Lighthouse Financial Services
California
$458K
DI
1327
Diligent Investors
California
$456K
ANTB
1328
AMG National Trust Bank
Colorado
$456K
CCM
1329
Cohen Capital Management
California
$455K
HPM
1330
Hoxton Planning & Management
West Virginia
$454K
LC
1331
Lincoln Capital
Nebraska
$454K
PWPS
1332
Pinnacle Wealth Planning Services
Ohio
$453K
AWMI
1333
Aegis Wealth Management (Iowa)
Iowa
$451K
BMCM
1334
Burns Matteson Capital Management
New York
$450K
SFGP
1335
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$450K
SW
1336
SkyOak Wealth
Michigan
$447K
SFS
1337
Solitude Financial Services
Virginia
$446K
HCM
1338
Howland Capital Management
Massachusetts
$445K
PCM
1339
Parsons Capital Management
Rhode Island
$445K
BMWS
1340
Brady Martz Wealth Solutions
North Dakota
$445K
RBC
1341
Roble Belko & Company
Pennsylvania
$444K
WFA
1342
WestHill Financial Advisors
California
$443K
PAM
1343
Panagora Asset Management
Massachusetts
$441K
SWM
1344
Silverlake Wealth Management
Vermont
$441K
MFA
1345
Mayflower Financial Advisors
Massachusetts
$440K
ACS
1346
Archford Capital Strategies
Illinois
$440K
WAG
1347
Winthrop Advisory Group
Massachusetts
$439K
TCWA
1348
Turtle Creek Wealth Advisors
Texas
$439K
ACIM
1349
Azimuth Capital Investment Management
Michigan
$436K
VCM
1350
Virtue Capital Management
Tennessee
$433K