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United Parcel Service

2,087 hedge funds and large institutions have $50.1B invested in United Parcel Service in 2025 Q4 according to their latest regulatory filings, with 342 funds opening new positions, 716 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:

4.29% more ownership

Funds ownership: 64.02%68.31% (+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: 716 | Existing positions reduced: 848

Holders
2,087
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
PW
1751
Pandora Wealth
Illinois
$188K
DPW
1752
DiNuzzo Private Wealth
Pennsylvania
$188K
AIS
1753
Advocate Investing Services
Maryland
$188K
SIM
1754
Sentry Investment Management
Wisconsin
$187K
LCM
1755
Leisure Capital Management
California
$186K
CIA
1756
Cape Investment Advisory
Georgia
$183K
KFI
1757
Key Financial Inc
Pennsylvania
$181K
PAM
1758
Paradigm Asset Management
New York
$181K
MPWT
1759
MassMutual Private Wealth & Trust
Connecticut
$176K
CTB
1760
Country Trust Bank
Illinois
$174K
BGAI
1761
Bruce G. Allen Investments
Colorado
$173K
OC
1762
Oakworth Capital
Alabama
$172K
TLA
1763
Tanglewood Legacy Advisors
Texas
$172K
TWD
1764
True Wealth Design
Ohio
$168K
FIA
1765
FNY Investment Advisers
New York
$160K
KCM
1766
Key Capital Management
Tennessee
$159K
SCM
1767
Sterling Capital Management
North Carolina
$158K
TFA
1768
Transamerica Financial Advisors
Florida
$156K
WSCM
1769
Wellington Shields Capital Management
New York
$155K
MFP
1770
Meramec Financial Planners
Missouri
$151K
EB
1771
Eastern Bank
Massachusetts
$151K
LFA
1772
LGT Financial Advisors
Texas
$149K
RFP
1773
Root Financial Partners
California
$148K
MIM
1774
MTM Investment Management
South Carolina
$147K
RMP
1775
Richards, Merrill & Peterson
Washington
$146K