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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
WWMCALLC
1501
Walser Wealth Management Company, A Ltd Liability Co
Florida
$313K
RC
1502
Rexford Capital
Texas
$312K
JWM
1503
Jeppson Wealth Management
California
$312K
SFG
1504
Seamount Financial Group
Colorado
$310K
PL
1505
PeakShares LLC
Florida
$309K
CP
1506
Castleview Partners
Texas
$309K
CHC
1507
City Holding Co
West Virginia
$309K
MA
1508
MKT Advisors
California
$309K
PFGIA
1509
Patriot Financial Group Insurance Agency
Massachusetts
$309K
WBCM
1510
Wilson & Boucher Capital Management
California
$307K
PAG
1511
Poinciana Advisors Group
Florida
$306K
FTC
1512
Farmers Trust Company
Ohio
$306K
PFWA
1513
Paces Ferry Wealth Advisors
Georgia
$306K
CNFG
1514
Creegan & Nassoura Financial Group
New Hampshire
$306K
BCG
1515
Breakwater Capital Group
New Jersey
$305K
EAN
1516
Excelsior Advisor Network
Colorado
$305K
MQWP
1517
Morey & Quinn Wealth Partners
Nebraska
$304K
DAM
1518
Diamant Asset Management
Connecticut
$304K
MFG
1519
MidWestOne Financial Group
Iowa
$302K
PFA
1520
Pathway Financial Advisors
Vermont
$301K
Kayne Anderson Rudnick Investment Management
1521
Kayne Anderson Rudnick Investment Management
California
$301K
FFBTD
1522
First Financial Bank - Trust Division
Ohio
$300K
PWM
1523
Palumbo Wealth Management
New York
$300K
CCC
1524
Compass Capital Corp
Massachusetts
$299K
GITFIT
1525
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$298K