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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
SWA
1651
Sax Wealth Advisors
New Jersey
$243K
HPBT
1652
Hickory Point Bank & Trust
Illinois
$243K
AFT
1653
Alpha Family Trust
California
$242K
NCTC
1654
New Covenant Trust Company
Indiana
$242K
CFP
1655
Cascade Financial Partners
California
$242K
SFWA
1656
Summit Financial Wealth Advisors
Louisiana
$242K
IF
1657
IRON Financial
Illinois
$241K
FPB
1658
First PREMIER Bank
South Dakota
$240K
BFG
1659
Birch Financial Group
New Hampshire
$239K
HWA
1660
HHM Wealth Advisors
Tennessee
$239K
BCP
1661
Blue Chip Partners
Michigan
$239K
DC
1662
DeDora Capital
California
$238K
AWM
1663
Avior Wealth Management
Nebraska
$238K
BHA
1664
Beech Hill Advisors
New York
$238K
SM
1665
Sweeney & Michel
California
$237K
OL
1666
Optas LLC
Texas
$236K
FFA
1667
Fi3 Financial Advisors
Indiana
$236K
WPC
1668
Wedmont Private Capital
Pennsylvania
$235K
CBT
1669
CoreFirst Bank & Trust
Kansas
$234K
AWAP
1670
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$233K
1WA
1671
180 Wealth Advisors
Washington
$233K
RLH
1672
RD Lewis Holdings
Florida
$233K
BWG
1673
Berry Wealth Group
Texas
$232K
GSEP
1674
Golden State Equity Partners
California
$232K
NSB
1675
Norway Savings Bank
Maine
$231K