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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
MGWM
1351
Marks Group Wealth Management
Minnesota
$428K
UCI
1352
Uncommon Cents Investing
Wisconsin
$427K
SOW
1353
State of Wyoming
Wyoming
$427K
TC
1354
TwinBeech Capital
New York
$427K
SA
1355
Sylvest Advisors
Texas
$426K
CAG
1356
Crestwood Advisors Group
Massachusetts
$422K
KIG
1357
Kennedy Investment Group
New Jersey
$422K
OFC
1358
Oakland Financial Corp
$422K
HCM
1359
Hodges Capital Management
Texas
$420K
RWC
1360
Rare Wolf Capital
Washington
$420K
JWA
1361
JFS Wealth Advisors
Pennsylvania
$419K
BWA
1362
BlueSky Wealth Advisors
North Carolina
$418K
DWP
1363
Destiny Wealth Partners
Florida
$418K
CFG
1364
Copley Financial Group
California
$415K
FT
1365
Fiduciary Trust
Massachusetts
$413K
KTC
1366
Kentucky Trust Company
Kentucky
$412K
1SB
1367
1ST Source Bank
Indiana
$412K
PTC
1368
Private Trust Company
Ohio
$411K
AA
1369
ABC Arbitrage
France
$411K
SWM
1370
Shakespeare Wealth Management
Wisconsin
$410K
LAM
1371
LECAP Asset Management
United Kingdom
$410K
TFG
1372
Taylor Financial Group
Virginia
$407K
PCM
1373
Penserra Capital Management
California
$403K
CCA
1374
Cadent Capital Advisors
Oklahoma
$402K
GWM
1375
Gibbs Wealth Management
Georgia
$402K