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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
CIAS
1376
CFS Investment Advisory Services
New Jersey
$402K
NWWA
1377
New Wave Wealth Advisors
Arkansas
$402K
V
1378
VeraBank
Texas
$401K
PFSC
1379
Peoples Financial Services Corp
Pennsylvania
$400K
RFN
1380
RDA Financial Network
Iowa
$399K
ACM
1381
Allred Capital Management
Texas
$396K
BG
1382
Bollard Group
Massachusetts
$396K
FLPIM
1383
F.L. Putnam Investment Management
Massachusetts
$395K
IPW
1384
Inlet Private Wealth
Florida
$395K
ET
1385
Equitable Trust
Tennessee
$394K
LA
1386
Lifeworks Advisors
Michigan
$394K
PWAM
1387
Private Wealth Asset Management
Iowa
$393K
EA
1388
Everpar Advisors
Oklahoma
$392K
RCA
1389
Resonant Capital Advisors
Wisconsin
$390K
RWP
1390
RWA Wealth Partners
Massachusetts
$389K
MWA
1391
Midland Wealth Advisors
Illinois
$388K
MWC
1392
MBM Wealth Consultants
Missouri
$388K
VA
1393
Valmark Advisers
Ohio
$384K
ISL
1394
Ingalls & Snyder LLC
New York
$384K
AA
1395
Acorns Advisers
California
$383K
HFS
1396
Howard Financial Services
Texas
$383K
GAFA
1397
Garton & Associates Financial Advisors
Kentucky
$382K
EMAM
1398
Encompass More Asset Management
California
$382K
MMCM
1399
Murphy & Mullick Capital Management
New York
$382K
CAMG
1400
CWA Asset Management Group
Florida
$380K