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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
CWG
1576
Cornerstone Wealth Group
North Carolina
$271K
WDC
1577
Woodward Diversified Capital
California
$271K
MNBTD
1578
Moody National Bank Trust Division
Texas
$271K
AIM
1579
Advyzon Investment Management
Illinois
$270K
EFG
1580
Everhart Financial Group
Ohio
$269K
RWA
1581
Redhawk Wealth Advisors
Minnesota
$269K
MCC
1582
Money Concepts Capital
Florida
$269K
WAM
1583
Weatherly Asset Management
California
$268K
IPA
1584
Investment Planning Advisors
Georgia
$267K
NIM
1585
Northeast Investment Management
Massachusetts
$267K
CAL
1586
Capital Analysts LLC
Pennsylvania
$267K
MAV
1587
Mason & Associates (Virginia)
Virginia
$267K
E
1588
Evansbrook
Illinois
$267K
SB
1589
Simmons Bank
Arkansas
$266K
G
1590
GenTrust
Florida
$266K
DAC
1591
Dividend Assets Capital
South Carolina
$266K
CFG
1592
Chapman Financial Group
Hawaii
$265K
CFFP
1593
Center for Financial Planning
Michigan
$264K
SEM
1594
Suncoast Equity Management
Florida
$263K
CWA
1595
CogentBlue Wealth Advisors
Tennessee
$262K
C
1596
Covestor
United Kingdom
$261K
FF
1597
Finley Financial
Nevada
$260K
IHL
1598
Investment House LLC
California
$260K
AC
1599
AlphaCore Capital
California
$260K
CFA
1600
CWS Financial Advisors
Michigan
$259K