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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
BCG
1526
Breakwater Capital Group
New Jersey
$305K
EAN
1527
Excelsior Advisor Network
Colorado
$305K
MQWP
1528
Morey & Quinn Wealth Partners
Nebraska
$304K
DAM
1529
Diamant Asset Management
Connecticut
$304K
MFG
1530
MidWestOne Financial Group
Iowa
$302K
PFA
1531
Pathway Financial Advisors
Vermont
$301K
Kayne Anderson Rudnick Investment Management
1532
Kayne Anderson Rudnick Investment Management
California
$301K
FFBTD
1533
First Financial Bank - Trust Division
Ohio
$300K
PWM
1534
Palumbo Wealth Management
New York
$300K
CCC
1535
Compass Capital Corp
Massachusetts
$299K
GITFIT
1536
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$298K
ClearBridge Investments
1537
ClearBridge Investments
New York
$297K
MAFA
1538
MJT & Associates Financial Advisory
Minnesota
$297K
LIP
1539
Lighthouse Investment Partners
Florida
$297K
FFA
1540
Founders Financial Alliance
North Carolina
$297K
AB
1541
Atlas Brown
Kentucky
$295K
HWA
1542
Heartwood Wealth Advisors
Virginia
$295K
NWM
1543
Northwest Wealth Management
Iowa
$293K
CWA
1544
Choice Wealth Advisors
Maine
$293K
FCM
1545
Fieldview Capital Management
Michigan
$292K
CPCM
1546
Cardinal Point Capital Management
Ontario, Canada
$290K
HR
1547
Hardy Reed
Mississippi
$290K
KRW
1548
Kaufman Rossin Wealth
Florida
$290K
MYLI
1549
Meiji Yasuda Life Insurance
Japan
$290K
WA
1550
Wealth Alliance
New York
$289K