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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
FAM
1476
Formidable Asset Management
Ohio
$335K
USGIU
1477
U.S. Global Investors (USGI)
Texas
$335K
VCM
1478
Versant Capital Management
Arizona
$334K
KCM
1479
Kathmere Capital Management
Pennsylvania
$334K
SF
1480
Symphony Financial
Texas
$333K
RAS
1481
RPS Advisory Solutions
Kentucky
$333K
TGAM
1482
TBH Global Asset Management
Tennessee
$332K
RF
1483
rebel Financial
Ohio
$331K
SIC
1484
Sterling Investment Counsel
New York
$331K
HHCP
1485
Hilton Head Capital Partners
South Carolina
$328K
AFGAS
1486
Allegiance Financial Group Advisory Services
Virginia
$327K
LIA
1487
LS Investment Advisors
Michigan
$325K
Federated Hermes
1488
Federated Hermes
Pennsylvania
$324K
FFWA
1489
FRG Family Wealth Advisors
Washington
$323K
TCG
1490
Transcendent Capital Group
Oklahoma
$322K
WA1
1491
Wimmer Associates 1
California
$321K
EC
1492
Eaton-Cambridge
Arizona
$321K
TW
1493
Tempo Wealth
Ohio
$321K
WT
1494
Washington Trust
Rhode Island
$319K
DWT
1495
Dorsey & Whitney Trust
South Dakota
$319K
CPSAC
1496
Chas P. Smith & Associates (CPS)
Florida
$319K
SEP
1497
Southland Equity Partners
Missouri
$319K
JC
1498
Jacobs & Co
California
$318K
VCP
1499
Verus Capital Partners
Arizona
$318K
WCM
1500
WealthTrak Capital Management
Virginia
$318K