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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
RIA
1401
Realta Investment Advisors
Delaware
$379K
AWAU
1402
Alliance Wealth Advisors (Utah)
Utah
$379K
BFM
1403
Boothbay Fund Management
New York
$378K
AAS
1404
Annex Advisory Services
Wisconsin
$378K
LWM
1405
Lodestone Wealth Management
Washington
$378K
EAM
1406
Everstar Asset Management
North Carolina
$377K
EC
1407
EntryPoint Capital
New York
$377K
PCS
1408
Personal CFO Solutions
New Jersey
$376K
MIA
1409
MeadowBrook Investment Advisors
Michigan
$375K
LAM
1410
Lewis Asset Management
California
$374K
TWM
1411
Thrive Wealth Management
Pennsylvania
$373K
DW
1412
Durante & Waters
New York
$373K
LAM
1413
L2 Asset Management
Massachusetts
$373K
MBTD
1414
Mechanics Bank - Trust Department
California
$372K
CFS
1415
CRA Financial Services
New Jersey
$371K
SAM
1416
Summit Asset Management
Tennessee
$371K
SAS
1417
Spurstone Advisory Services
Connecticut
$371K
WAS
1418
Wealth Advisory Solutions
Indiana
$371K
SGCA
1419
Steel Grove Capital Advisors
Tennessee
$371K
CI
1420
Conning Inc
Connecticut
$371K
CWA
1421
Centerline Wealth Advisors
Kentucky
$370K
NG
1422
Northstar Group
New York
$370K
SCM
1423
Stevens Capital Management
Pennsylvania
$370K
TWP
1424
Tyche Wealth Partners
Texas
$370K
PFBT
1425
Parkside Financial Bank & Trust
Missouri
$370K