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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
AC
1601
AlphaCore Capital
California
$260K
CFA
1602
CWS Financial Advisors
Michigan
$259K
CFO
1603
Cambient Family Office
Michigan
$259K
GSWM
1604
Golden State Wealth Management
California
$259K
PL
1605
Plancorp LLC
Missouri
$258K
WIA
1606
Westview Investment Advisors
Vermont
$258K
EFSCE
1607
Enterprise Financial Services Corp (EFSC)
Missouri
$258K
TNBTD
1608
Trustmark National Bank Trust Department
Mississippi
$257K
DIA
1609
Dana Investment Advisors
Wisconsin
$257K
EW
1610
Evexia Wealth
Wisconsin
$256K
CBA
1611
Coastal Bridge Advisors
Connecticut
$255K
PWMG
1612
Pinnacle Wealth Management Group
Michigan
$255K
MAM
1613
Martingale Asset Management
Massachusetts
$255K
LWM
1614
Liberty Wealth Management
California
$254K
CFO
1615
CVA Family Office
Colorado
$254K
CCA
1616
Childress Capital Advisors
Texas
$254K
EIP
1617
Ellis Investment Partners
Pennsylvania
$254K
VIPI
1618
Vista Investment Partners II
Indiana
$254K
LIM
1619
Leavell Investment Management
Alabama
$253K
SOAMC
1620
Spirit of America Management Corp
New York
$253K
RA
1621
Ransom Advisory
Rhode Island
$253K
TT
1622
TI-Trust
Illinois
$252K
FPWM
1623
FSB Premier Wealth Management
Iowa
$252K
CCA
1624
Checchi Capital Advisers
California
$252K
AAM
1625
Austin Asset Management
Texas
$251K