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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
Capstone Investment Advisors
1351
Capstone Investment Advisors
New York
$432K
HCM
1352
Hutner Capital Management
Vermont
$431K
SAM
1353
Seelaus Asset Management
New Jersey
$431K
PMSA
1354
Patrick M. Sweeney & Associates
Illinois
$430K
CI Investments Inc
1355
CI Investments Inc
Ontario, Canada
$429K
MGWM
1356
Marks Group Wealth Management
Minnesota
$428K
UCI
1357
Uncommon Cents Investing
Wisconsin
$427K
SOW
1358
State of Wyoming
Wyoming
$427K
TC
1359
TwinBeech Capital
New York
$427K
SA
1360
Sylvest Advisors
Texas
$426K
CAG
1361
Crestwood Advisors Group
Massachusetts
$422K
KIG
1362
Kennedy Investment Group
New Jersey
$422K
OFC
1363
Oakland Financial Corp
$422K
HCM
1364
Hodges Capital Management
Texas
$420K
RWC
1365
Rare Wolf Capital
Washington
$420K
JWA
1366
JFS Wealth Advisors
Pennsylvania
$419K
BWA
1367
BlueSky Wealth Advisors
North Carolina
$418K
DWP
1368
Destiny Wealth Partners
Florida
$418K
CFG
1369
Copley Financial Group
California
$415K
FT
1370
Fiduciary Trust
Massachusetts
$413K
KTC
1371
Kentucky Trust Company
Kentucky
$412K
1SB
1372
1ST Source Bank
Indiana
$412K
PTC
1373
Private Trust Company
Ohio
$411K
AA
1374
ABC Arbitrage
France
$411K
SWM
1375
Shakespeare Wealth Management
Wisconsin
$410K