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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
GM
1451
GeoWealth Management
Illinois
$357K
MWM
1452
Madrid Wealth Management
New Mexico
$356K
MYIA
1453
Mount Yale Investment Advisors
Colorado
$355K
FB
1454
Finward Bancorp
Indiana
$354K
TP
1455
Thayer Partners
Pennsylvania
$354K
SRA
1456
Secured Retirement Advisors
Minnesota
$354K
ZI
1457
ZEGA Investments
Florida
$351K
CSB
1458
City State Bank
Iowa
$350K
GTWM
1459
Global Trust Wealth Management
Florida
$350K
NFC
1460
Northstar Financial Companies
Pennsylvania
$349K
MWM
1461
M3 Wealth Management
Ohio
$349K
CAI
1462
Capital Advisors Inc
Oklahoma
$348K
FLI
1463
Family Legacy Inc
South Carolina
$348K
DT
1464
Diversified Trust
Tennessee
$347K
OGC
1465
One68 Global Capital
New York
$347K
SC
1466
Shay Capital
New York
$347K
LSA
1467
Lansing Street Advisors
Pennsylvania
$346K
NAS
1468
Nicolet Advisory Services
Wisconsin
$346K
SIS
1469
Strategic Investment Solutions
Illinois
$345K
APW
1470
Aurora Private Wealth
New Jersey
$343K
NCM
1471
NCM Capital Management
New Jersey
$341K
UBP
1472
Union Bancaire Privee
Switzerland
$341K
RWA
1473
Rooted Wealth Advisors
Illinois
$339K
HIP
1474
HUB Investment Partners
Texas
$338K
AWM
1475
Aprio Wealth Management
Georgia
$336K