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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
CSB
1451
City State Bank
Iowa
$350K
GTWM
1452
Global Trust Wealth Management
Florida
$350K
NFC
1453
Northstar Financial Companies
Pennsylvania
$349K
MWM
1454
M3 Wealth Management
Ohio
$349K
CAI
1455
Capital Advisors Inc
Oklahoma
$348K
FLI
1456
Family Legacy Inc
South Carolina
$348K
DT
1457
Diversified Trust
Tennessee
$347K
OGC
1458
One68 Global Capital
New York
$347K
SC
1459
Shay Capital
New York
$347K
LSA
1460
Lansing Street Advisors
Pennsylvania
$346K
NAS
1461
Nicolet Advisory Services
Wisconsin
$346K
SIS
1462
Strategic Investment Solutions
Illinois
$345K
APW
1463
Aurora Private Wealth
New Jersey
$343K
NCM
1464
NCM Capital Management
New Jersey
$341K
UBP
1465
Union Bancaire Privee
Switzerland
$341K
RWA
1466
Rooted Wealth Advisors
Illinois
$339K
HIP
1467
HUB Investment Partners
Texas
$338K
AWM
1468
Aprio Wealth Management
Georgia
$336K
AFC
1469
Ares Financial Consulting
California
$336K
FMI
1470
Frec Markets Inc
California
$335K
FAM
1471
Formidable Asset Management
Ohio
$335K
USGIU
1472
U.S. Global Investors (USGI)
Texas
$335K
VCM
1473
Versant Capital Management
Arizona
$334K
KCM
1474
Kathmere Capital Management
Pennsylvania
$334K
SF
1475
Symphony Financial
Texas
$333K