UPS icon

United Parcel Service

2,104 hedge funds and large institutions have $50.2B invested in United Parcel Service in 2025 Q4 according to their latest regulatory filings, with 352 funds opening new positions, 723 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:

4.35% more ownership

Funds ownership: 64.03%68.38% (+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: 848

Holders
2,104
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
FVWA
1751
Foster Victor Wealth Advisors
South Carolina
$201K
KNW
1752
Kesler Norman & Wride
Utah
$200K
MAM
1753
Mystic Asset Management
Rhode Island
$200K
BW
1754
Basepoint Wealth
Iowa
$200K
CG
1755
Curat Global
New Hampshire
$198K
TAM
1756
Tucker Asset Management
Colorado
$198K
ST
1757
Smithfield Trust
Pennsylvania
$195K
AG
1758
AmeriFlex Group
Nevada
$195K
HWA
1759
Heritage Wealth Advisors
Virginia
$194K
CH
1760
Cromwell Holdings
Wyoming
$194K
RF
1761
Roxbury Financial
New Jersey
$191K
ACM
1762
Aster Capital Management
United Arab Emirates
$190K
PW
1763
Pandora Wealth
Illinois
$188K
DPW
1764
DiNuzzo Private Wealth
Pennsylvania
$188K
AIS
1765
Advocate Investing Services
Maryland
$188K
SIM
1766
Sentry Investment Management
Wisconsin
$187K
LCM
1767
Leisure Capital Management
California
$186K
CIA
1768
Cape Investment Advisory
Georgia
$183K
KFI
1769
Key Financial Inc
Pennsylvania
$181K
PAM
1770
Paradigm Asset Management
New York
$181K
MPWT
1771
MassMutual Private Wealth & Trust
Connecticut
$176K
CTB
1772
Country Trust Bank
Illinois
$174K
BGAI
1773
Bruce G. Allen Investments
Colorado
$173K
OC
1774
Oakworth Capital
Alabama
$172K
TLA
1775
Tanglewood Legacy Advisors
Texas
$172K