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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
ClearBridge Investments
1526
ClearBridge Investments
New York
$297K
MAFA
1527
MJT & Associates Financial Advisory
Minnesota
$297K
LIP
1528
Lighthouse Investment Partners
Florida
$297K
FFA
1529
Founders Financial Alliance
North Carolina
$297K
AB
1530
Atlas Brown
Kentucky
$295K
HWA
1531
Heartwood Wealth Advisors
Virginia
$295K
NWM
1532
Northwest Wealth Management
Iowa
$293K
CWA
1533
Choice Wealth Advisors
Maine
$293K
FCM
1534
Fieldview Capital Management
Michigan
$292K
CPCM
1535
Cardinal Point Capital Management
Ontario, Canada
$290K
HR
1536
Hardy Reed
Mississippi
$290K
KRW
1537
Kaufman Rossin Wealth
Florida
$290K
MYLI
1538
Meiji Yasuda Life Insurance
Japan
$290K
WA
1539
Wealth Alliance
New York
$289K
GCM
1540
Generation Capital Management
New York
$289K
ERIC
1541
Eagle Rock Investment Company
Georgia
$288K
VW
1542
Vance Wealth
California
$288K
FCH
1543
Freestone Capital Holdings
Washington
$287K
CFA
1544
Cahill Financial Advisors
Minnesota
$287K
CAM
1545
Concorde Asset Management
Michigan
$287K
SAM
1546
S.A. Mason
Michigan
$287K
OWA
1547
One Wealth Advisors
California
$287K
HCA
1548
Harbour Capital Advisors
Virginia
$286K
LRPA
1549
L. Roy Papp & Associates
Arizona
$286K
IFS
1550
Ifrah Financial Services
Arkansas
$286K