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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
TC
1676
Trilogy Capital
California
$227K
WAG
1677
Wallace Advisory Group
California
$226K
RZH
1678
Relyea Zuckerberg Hanson
Connecticut
$225K
ST
1679
Somerset Trust
Pennsylvania
$224K
FFG
1680
Frisch Financial Group
New York
$224K
SCM
1681
Sollinda Capital Management
Florida
$224K
FHC
1682
First Heartland Consultants
Missouri
$223K
CT
1683
Coastline Trust
Rhode Island
$222K
BAM
1684
Bosun Asset Management
Illinois
$222K
SC
1685
SouthState Corp
Florida
$222K
WIS
1686
Wright Investors Service
Connecticut
$221K
PAI
1687
Pittenger & Anderson Inc
Nebraska
$221K
CA
1688
CV Advisors
Florida
$221K
KF
1689
Kelsey Financial
California
$220K
KIM
1690
Kestra Investment Management
Texas
$219K
AWM
1691
Aviso Wealth Management
Washington
$219K
FMTC
1692
Farmers & Merchants Trust Company
California
$219K
RPCONE
1693
Retirement Planning Company of New England
Rhode Island
$219K
RBWA
1694
RFG - Bristol Wealth Advisors
Massachusetts
$218K
QWP
1695
Quotient Wealth Partners
Texas
$217K
AWA
1696
A4 Wealth Advisors
North Carolina
$216K
SWM
1697
Selective Wealth Management
Virginia
$215K
IIL
1698
Income Insurance Ltd
$214K
HCWM
1699
Hidden Cove Wealth Management
Washington
$214K
MHIC
1700
Marble Harbor Investment Counsel
Massachusetts
$214K