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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
RWA
1476
Rooted Wealth Advisors
Illinois
$339K
HIP
1477
HUB Investment Partners
Texas
$338K
AWM
1478
Aprio Wealth Management
Georgia
$336K
AFC
1479
Ares Financial Consulting
California
$336K
FMI
1480
Frec Markets Inc
California
$335K
FAM
1481
Formidable Asset Management
Ohio
$335K
USGIU
1482
U.S. Global Investors (USGI)
Texas
$335K
VCM
1483
Versant Capital Management
Arizona
$334K
KCM
1484
Kathmere Capital Management
Pennsylvania
$334K
SF
1485
Symphony Financial
Texas
$333K
RAS
1486
RPS Advisory Solutions
Kentucky
$333K
TGAM
1487
TBH Global Asset Management
Tennessee
$332K
RF
1488
rebel Financial
Ohio
$331K
SIC
1489
Sterling Investment Counsel
New York
$331K
HHCP
1490
Hilton Head Capital Partners
South Carolina
$328K
AFGAS
1491
Allegiance Financial Group Advisory Services
Virginia
$327K
LIA
1492
LS Investment Advisors
Michigan
$325K
Federated Hermes
1493
Federated Hermes
Pennsylvania
$324K
FFWA
1494
FRG Family Wealth Advisors
Washington
$323K
TCG
1495
Transcendent Capital Group
Oklahoma
$322K
WA1
1496
Wimmer Associates 1
California
$321K
EC
1497
Eaton-Cambridge
Arizona
$321K
TW
1498
Tempo Wealth
Ohio
$321K
WT
1499
Washington Trust
Rhode Island
$319K
DWT
1500
Dorsey & Whitney Trust
South Dakota
$319K