UPS icon

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
VCP
1501
Verus Capital Partners
Arizona
$318K
WCM
1502
WealthTrak Capital Management
Virginia
$318K
WC
1503
Wynn Capital
Georgia
$317K
GCP
1504
GSA Capital Partners
United Kingdom
$316K
LA
1505
LVW Advisors
New York
$315K
Financial Engines Advisors
1506
Financial Engines Advisors
California
$315K
PK
1507
Pflug Koory
Nebraska
$315K
LW
1508
Lauer Wealth
Indiana
$313K
WWM
1509
Walser Wealth Management
Florida
$313K
RC
1510
Rexford Capital
Texas
$312K
JWM
1511
Jeppson Wealth Management
California
$312K
SFG
1512
Seamount Financial Group
Colorado
$310K
PL
1513
PeakShares LLC
Florida
$309K
CP
1514
Castleview Partners
Texas
$309K
CHC
1515
City Holding Co
West Virginia
$309K
MA
1516
MKT Advisors
California
$309K
PFGIA
1517
Patriot Financial Group Insurance Agency
Massachusetts
$309K
WBCM
1518
Wilson & Boucher Capital Management
California
$307K
PAG
1519
Poinciana Advisors Group
Florida
$306K
FTC
1520
Farmers Trust Company
Ohio
$306K
PFWA
1521
Paces Ferry Wealth Advisors
Georgia
$306K
CNFG
1522
Creegan & Nassoura Financial Group
New Hampshire
$306K
BCG
1523
Breakwater Capital Group
New Jersey
$305K
EAN
1524
Excelsior Advisor Network
Colorado
$305K
MQWP
1525
Morey & Quinn Wealth Partners
Nebraska
$304K