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United Parcel Service

2,093 hedge funds and large institutions have $50.1B invested in United Parcel Service in 2025 Q4 according to their latest regulatory filings, with 346 funds opening new positions, 717 increasing their positions, 849 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:

4.3% more ownership

Funds ownership: 64.03%68.32% (+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: 717 | Existing positions reduced: 849

Holders
2,093
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
AG
1751
AmeriFlex Group
Nevada
$195K
HWA
1752
Heritage Wealth Advisors
Virginia
$194K
CH
1753
Cromwell Holdings
Wyoming
$194K
RF
1754
Roxbury Financial
New Jersey
$191K
ACM
1755
Aster Capital Management
United Arab Emirates
$190K
PW
1756
Pandora Wealth
Illinois
$188K
DPW
1757
DiNuzzo Private Wealth
Pennsylvania
$188K
AIS
1758
Advocate Investing Services
Maryland
$188K
SIM
1759
Sentry Investment Management
Wisconsin
$187K
LCM
1760
Leisure Capital Management
California
$186K
CIA
1761
Cape Investment Advisory
Georgia
$183K
KFI
1762
Key Financial Inc
Pennsylvania
$181K
PAM
1763
Paradigm Asset Management
New York
$181K
MPWT
1764
MassMutual Private Wealth & Trust
Connecticut
$176K
CTB
1765
Country Trust Bank
Illinois
$174K
BGAI
1766
Bruce G. Allen Investments
Colorado
$173K
OC
1767
Oakworth Capital
Alabama
$172K
TLA
1768
Tanglewood Legacy Advisors
Texas
$172K
TWD
1769
True Wealth Design
Ohio
$168K
FIA
1770
FNY Investment Advisers
New York
$160K
KCM
1771
Key Capital Management
Tennessee
$159K
SCM
1772
Sterling Capital Management
North Carolina
$158K
TFA
1773
Transamerica Financial Advisors
Florida
$156K
WSCM
1774
Wellington Shields Capital Management
New York
$155K
MFP
1775
Meramec Financial Planners
Missouri
$151K