UPS icon

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
DIA
1601
Dana Investment Advisors
Wisconsin
$257K
EW
1602
Evexia Wealth
Wisconsin
$256K
CBA
1603
Coastal Bridge Advisors
Connecticut
$255K
PWMG
1604
Pinnacle Wealth Management Group
Michigan
$255K
MAM
1605
Martingale Asset Management
Massachusetts
$255K
LWM
1606
Liberty Wealth Management
California
$254K
CFO
1607
CVA Family Office
Colorado
$254K
CCA
1608
Childress Capital Advisors
Texas
$254K
EIP
1609
Ellis Investment Partners
Pennsylvania
$254K
VIPI
1610
Vista Investment Partners II
Indiana
$254K
LIM
1611
Leavell Investment Management
Alabama
$253K
SOAMC
1612
Spirit of America Management Corp
New York
$253K
RA
1613
Ransom Advisory
Rhode Island
$253K
TT
1614
TI-Trust
Illinois
$252K
FPWM
1615
FSB Premier Wealth Management
Iowa
$252K
CCA
1616
Checchi Capital Advisers
California
$252K
AAM
1617
Austin Asset Management
Texas
$251K
WPC
1618
White Pine Capital
Minnesota
$251K
TF
1619
Trek Financial
Arizona
$251K
WEG
1620
World Equity Group
Illinois
$251K
CCA
1621
Catalyst Capital Advisors
New York
$251K
GP
1622
Guardian Partners
Canada
$250K
YCG
1623
Yeomans Consulting Group
Georgia
$250K
SVWAG
1624
Sound View Wealth Advisors Group
Georgia
$250K
CC
1625
Corsicana & Co
Texas
$250K