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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
DLA
1726
Douglas Lane & Associates
New York
$204K
CPC
1727
Congress Park Capital
New York
$203K
TPI
1728
Trust Point Inc
Wisconsin
$203K
BTC
1729
Bank & Trust Company
Illinois
$202K
CFA
1730
Capstone Financial Advisors
Illinois
$201K
PA
1731
Promethium Advisors
Maryland
$201K
FVWA
1732
Foster Victor Wealth Advisors
South Carolina
$201K
KNW
1733
Kesler Norman & Wride
Utah
$200K
MAM
1734
Mystic Asset Management
Rhode Island
$200K
BW
1735
Basepoint Wealth
Iowa
$200K
CG
1736
Curat Global
New Hampshire
$198K
TAM
1737
Tucker Asset Management
Colorado
$198K
ST
1738
Smithfield Trust
Pennsylvania
$195K
AG
1739
AmeriFlex Group
Nevada
$195K
HWA
1740
Heritage Wealth Advisors
Virginia
$194K
CH
1741
Cromwell Holdings
Wyoming
$194K
RF
1742
Roxbury Financial
New Jersey
$191K
ACM
1743
Aster Capital Management
United Arab Emirates
$190K
PW
1744
Pandora Wealth
Illinois
$188K
DPW
1745
DiNuzzo Private Wealth
Pennsylvania
$188K
AIS
1746
Advocate Investing Services
Maryland
$188K
SIM
1747
Sentry Investment Management
Wisconsin
$187K
LCM
1748
Leisure Capital Management
California
$186K
CIA
1749
Cape Investment Advisory
Georgia
$183K
KFI
1750
Key Financial Inc
Pennsylvania
$181K