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United Parcel Service

2,114 hedge funds and large institutions have $50.2B invested in United Parcel Service in 2025 Q4 according to their latest regulatory filings, with 357 funds opening new positions, 723 increasing their positions, 853 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:

4.33% more ownership

Funds ownership: 64.08%68.4% (+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: 723 | Existing positions reduced: 853

Holders
2,114
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
TC
1701
Trilogy Capital
California
$227K
WAG
1702
Wallace Advisory Group
California
$226K
RZH
1703
Relyea Zuckerberg Hanson
Connecticut
$225K
ST
1704
Somerset Trust
Pennsylvania
$224K
FFG
1705
Frisch Financial Group
New York
$224K
SCM
1706
Sollinda Capital Management
Florida
$224K
FHC
1707
First Heartland Consultants
Missouri
$223K
CT
1708
Coastline Trust
Rhode Island
$222K
BAM
1709
Bosun Asset Management
Illinois
$222K
SC
1710
SouthState Corp
Florida
$222K
WIS
1711
Wright Investors Service
Connecticut
$221K
PAI
1712
Pittenger & Anderson Inc
Nebraska
$221K
CA
1713
CV Advisors
Florida
$221K
KF
1714
Kelsey Financial
California
$220K
KIM
1715
Kestra Investment Management
Texas
$219K
AWM
1716
Aviso Wealth Management
Washington
$219K
FMTC
1717
Farmers & Merchants Trust Company
California
$219K
RPCONE
1718
Retirement Planning Company of New England
Rhode Island
$219K
RBWA
1719
RFG - Bristol Wealth Advisors
Massachusetts
$218K
QWP
1720
Quotient Wealth Partners
Texas
$217K
AWA
1721
A4 Wealth Advisors
North Carolina
$216K
SWM
1722
Selective Wealth Management
Virginia
$215K
IIL
1723
Income Insurance Ltd
$214K
HCWM
1724
Hidden Cove Wealth Management
Washington
$214K
MHIC
1725
Marble Harbor Investment Counsel
Massachusetts
$214K