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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
DAM
1526
Diamant Asset Management
Connecticut
$304K
MFG
1527
MidWestOne Financial Group
Iowa
$302K
PFA
1528
Pathway Financial Advisors
Vermont
$301K
Kayne Anderson Rudnick Investment Management
1529
Kayne Anderson Rudnick Investment Management
California
$301K
FFBTD
1530
First Financial Bank - Trust Division
Ohio
$300K
PWM
1531
Palumbo Wealth Management
New York
$300K
CCC
1532
Compass Capital Corp
Massachusetts
$299K
GITFIT
1533
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$298K
ClearBridge Investments
1534
ClearBridge Investments
New York
$297K
MAFA
1535
MJT & Associates Financial Advisory
Minnesota
$297K
LIP
1536
Lighthouse Investment Partners
Florida
$297K
FFA
1537
Founders Financial Alliance
North Carolina
$297K
AB
1538
Atlas Brown
Kentucky
$295K
HWA
1539
Heartwood Wealth Advisors
Virginia
$295K
NWM
1540
Northwest Wealth Management
Iowa
$293K
CWA
1541
Choice Wealth Advisors
Maine
$293K
FCM
1542
Fieldview Capital Management
Michigan
$292K
CPCM
1543
Cardinal Point Capital Management
Ontario, Canada
$290K
HR
1544
Hardy Reed
Mississippi
$290K
KRW
1545
Kaufman Rossin Wealth
Florida
$290K
MYLI
1546
Meiji Yasuda Life Insurance
Japan
$290K
WA
1547
Wealth Alliance
New York
$289K
GCM
1548
Generation Capital Management
New York
$289K
ERIC
1549
Eagle Rock Investment Company
Georgia
$288K
VW
1550
Vance Wealth
California
$288K