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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
AA
1376
ABC Arbitrage
France
$411K
SWM
1377
Shakespeare Wealth Management
Wisconsin
$410K
LAM
1378
LECAP Asset Management
United Kingdom
$410K
TFG
1379
Taylor Financial Group
Virginia
$407K
PCM
1380
Penserra Capital Management
California
$403K
CCA
1381
Cadent Capital Advisors
Oklahoma
$402K
GWM
1382
Gibbs Wealth Management
Georgia
$402K
CIAS
1383
CFS Investment Advisory Services
New Jersey
$402K
NWWA
1384
New Wave Wealth Advisors
Arkansas
$402K
V
1385
VeraBank
Texas
$401K
PFSC
1386
Peoples Financial Services Corp
Pennsylvania
$400K
RFN
1387
RDA Financial Network
Iowa
$399K
ACM
1388
Allred Capital Management
Texas
$396K
BG
1389
Bollard Group
Massachusetts
$396K
FLPIM
1390
F.L. Putnam Investment Management
Massachusetts
$395K
IPW
1391
Inlet Private Wealth
Florida
$395K
ET
1392
Equitable Trust
Tennessee
$394K
LA
1393
Lifeworks Advisors
Michigan
$394K
PWAM
1394
Private Wealth Asset Management
Iowa
$393K
EA
1395
Everpar Advisors
Oklahoma
$392K
RCA
1396
Resonant Capital Advisors
Wisconsin
$390K
RWP
1397
RWA Wealth Partners
Massachusetts
$389K
MWA
1398
Midland Wealth Advisors
Illinois
$388K
MWC
1399
MBM Wealth Consultants
Missouri
$388K
VA
1400
Valmark Advisers
Ohio
$384K