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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
MCC
1576
Money Concepts Capital
Florida
$269K
WAM
1577
Weatherly Asset Management
California
$268K
IPA
1578
Investment Planning Advisors
Georgia
$267K
NIM
1579
Northeast Investment Management
Massachusetts
$267K
CAL
1580
Capital Analysts LLC
Pennsylvania
$267K
MAV
1581
Mason & Associates (Virginia)
Virginia
$267K
E
1582
Evansbrook
Illinois
$267K
SB
1583
Simmons Bank
Arkansas
$266K
G
1584
GenTrust
Florida
$266K
DAC
1585
Dividend Assets Capital
South Carolina
$266K
CFG
1586
Chapman Financial Group
Hawaii
$265K
CFFP
1587
Center for Financial Planning
Michigan
$264K
SEM
1588
Suncoast Equity Management
Florida
$263K
CWA
1589
CogentBlue Wealth Advisors
Tennessee
$262K
C
1590
Covestor
United Kingdom
$261K
FF
1591
Finley Financial
Nevada
$260K
IHL
1592
Investment House LLC
California
$260K
AC
1593
AlphaCore Capital
California
$260K
CFA
1594
CWS Financial Advisors
Michigan
$259K
CFO
1595
Cambient Family Office
Michigan
$259K
GSWM
1596
Golden State Wealth Management
California
$259K
PL
1597
Plancorp LLC
Missouri
$258K
WIA
1598
Westview Investment Advisors
Vermont
$258K
EFSCE
1599
Enterprise Financial Services Corp (EFSC)
Missouri
$258K
TNBTD
1600
Trustmark National Bank Trust Department
Mississippi
$257K