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United Parcel Service

2,093 hedge funds and large institutions have $50.1B invested in United Parcel Service in 2025 Q4 according to their latest regulatory filings, with 346 funds opening new positions, 717 increasing their positions, 849 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:

4.3% more ownership

Funds ownership: 64.03%68.32% (+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: 717 | Existing positions reduced: 849

Holders
2,093
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
ZBNA
1451
Zions Bancorporation, National Association
Utah
$359K
LWCFA
1452
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$358K
SFC
1453
SYM Financial Corp
Indiana
$358K
GM
1454
GeoWealth Management
Illinois
$357K
MWM
1455
Madrid Wealth Management
New Mexico
$356K
MYIA
1456
Mount Yale Investment Advisors
Colorado
$355K
FB
1457
Finward Bancorp
Indiana
$354K
TP
1458
Thayer Partners
Pennsylvania
$354K
SRA
1459
Secured Retirement Advisors
Minnesota
$354K
ZI
1460
ZEGA Investments
Florida
$351K
CSB
1461
City State Bank
Iowa
$350K
GTWM
1462
Global Trust Wealth Management
Florida
$350K
MWM
1463
M3 Wealth Management
Ohio
$349K
NFC
1464
Northstar Financial Companies
Pennsylvania
$349K
CAI
1465
Capital Advisors Inc
Oklahoma
$348K
FLI
1466
Family Legacy Inc
South Carolina
$348K
DT
1467
Diversified Trust
Tennessee
$347K
OGC
1468
One68 Global Capital
New York
$347K
SC
1469
Shay Capital
New York
$347K
LSA
1470
Lansing Street Advisors
Pennsylvania
$346K
NAS
1471
Nicolet Advisory Services
Wisconsin
$346K
SIS
1472
Strategic Investment Solutions
Illinois
$345K
APW
1473
Aurora Private Wealth
New Jersey
$343K
NCM
1474
NCM Capital Management
New Jersey
$341K
UBP
1475
Union Bancaire Privee
Switzerland
$341K