UPS icon

United Parcel Service

2,087 hedge funds and large institutions have $50.1B invested in United Parcel Service in 2025 Q4 according to their latest regulatory filings, with 342 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
2,087
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
PFA
1526
Pathway Financial Advisors
Vermont
$301K
Kayne Anderson Rudnick Investment Management
1527
Kayne Anderson Rudnick Investment Management
California
$301K
FFBTD
1528
First Financial Bank - Trust Division
Ohio
$300K
PWM
1529
Palumbo Wealth Management
New York
$300K
CCC
1530
Compass Capital Corp
Massachusetts
$299K
GITFIT
1531
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$298K
ClearBridge Investments
1532
ClearBridge Investments
New York
$297K
MAFA
1533
MJT & Associates Financial Advisory
Minnesota
$297K
LIP
1534
Lighthouse Investment Partners
Florida
$297K
FFA
1535
Founders Financial Alliance
North Carolina
$297K
AB
1536
Atlas Brown
Kentucky
$295K
HWA
1537
Heartwood Wealth Advisors
Virginia
$295K
NWM
1538
Northwest Wealth Management
Iowa
$293K
CWA
1539
Choice Wealth Advisors
Maine
$293K
FCM
1540
Fieldview Capital Management
Michigan
$292K
CPCM
1541
Cardinal Point Capital Management
Ontario, Canada
$290K
HR
1542
Hardy Reed
Mississippi
$290K
KRW
1543
Kaufman Rossin Wealth
Florida
$290K
MYLI
1544
Meiji Yasuda Life Insurance
Japan
$290K
WA
1545
Wealth Alliance
New York
$289K
GCM
1546
Generation Capital Management
New York
$289K
ERIC
1547
Eagle Rock Investment Company
Georgia
$288K
VW
1548
Vance Wealth
California
$288K
FCH
1549
Freestone Capital Holdings
Washington
$287K
CFA
1550
Cahill Financial Advisors
Minnesota
$287K