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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
HFS
1401
Howard Financial Services
Texas
$383K
GAFA
1402
Garton & Associates Financial Advisors
Kentucky
$382K
EMAM
1403
Encompass More Asset Management
California
$382K
MMCM
1404
Murphy & Mullick Capital Management
New York
$382K
CAMG
1405
CWA Asset Management Group
Florida
$380K
RIA
1406
Realta Investment Advisors
Delaware
$379K
AWAU
1407
Alliance Wealth Advisors (Utah)
Utah
$379K
BFM
1408
Boothbay Fund Management
New York
$378K
AAS
1409
Annex Advisory Services
Wisconsin
$378K
LWM
1410
Lodestone Wealth Management
Washington
$378K
EAM
1411
Everstar Asset Management
North Carolina
$377K
EC
1412
EntryPoint Capital
New York
$377K
PCS
1413
Personal CFO Solutions
New Jersey
$376K
MIA
1414
MeadowBrook Investment Advisors
Michigan
$375K
LAM
1415
Lewis Asset Management
California
$374K
TWM
1416
Thrive Wealth Management
Pennsylvania
$373K
DW
1417
Durante & Waters
New York
$373K
LAM
1418
L2 Asset Management
Massachusetts
$373K
MBTD
1419
Mechanics Bank - Trust Department
California
$372K
CFS
1420
CRA Financial Services
New Jersey
$371K
SAM
1421
Summit Asset Management
Tennessee
$371K
SAS
1422
Spurstone Advisory Services
Connecticut
$371K
WAS
1423
Wealth Advisory Solutions
Indiana
$371K
SGCA
1424
Steel Grove Capital Advisors
Tennessee
$371K
CI
1425
Conning Inc
Connecticut
$371K