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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
1W
1576
1776 Wealth
Georgia
$273K
MAG
1577
MRA Advisory Group
New Jersey
$272K
CWG
1578
Cornerstone Wealth Group
North Carolina
$271K
WDC
1579
Woodward Diversified Capital
California
$271K
MNBTD
1580
Moody National Bank Trust Division
Texas
$271K
AIM
1581
Advyzon Investment Management
Illinois
$270K
EFG
1582
Everhart Financial Group
Ohio
$269K
RWA
1583
Redhawk Wealth Advisors
Minnesota
$269K
MCC
1584
Money Concepts Capital
Florida
$269K
WAM
1585
Weatherly Asset Management
California
$268K
IPA
1586
Investment Planning Advisors
Georgia
$267K
NIM
1587
Northeast Investment Management
Massachusetts
$267K
CAL
1588
Capital Analysts LLC
Pennsylvania
$267K
MAV
1589
Mason & Associates (Virginia)
Virginia
$267K
E
1590
Evansbrook
Illinois
$267K
SB
1591
Simmons Bank
Arkansas
$266K
G
1592
GenTrust
Florida
$266K
DAC
1593
Dividend Assets Capital
South Carolina
$266K
CFG
1594
Chapman Financial Group
Hawaii
$265K
CFFP
1595
Center for Financial Planning
Michigan
$264K
SEM
1596
Suncoast Equity Management
Florida
$263K
CWA
1597
CogentBlue Wealth Advisors
Tennessee
$262K
C
1598
Covestor
United Kingdom
$261K
FF
1599
Finley Financial
Nevada
$260K
IHL
1600
Investment House LLC
California
$260K