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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
AA
1801
Addison Advisors
Vermont
$107K
MAM
1802
Marquette Asset Management
Minnesota
$106K
BAM
1803
Bellevue Asset Management
Washington
$106K
PWA
1804
Physician Wealth Advisors
Utah
$106K
LI
1805
LRI Investments
Florida
$105K
TFIPS
1806
Towarzystwo Funduszy Inwestycyjnych PZU SA
$104K
DE
1807
DV Equities
Illinois
$102K
FDP
1808
Financiere des Professionnels
Quebec, Canada
$99.2K
RCM
1809
Raleigh Capital Management
North Carolina
$99.2K
NFSG
1810
Newbridge Financial Services Group
Florida
$98.9K
SWM
1811
SHP Wealth Management
Massachusetts
$98.9K
TSMHT
1812
Thurston Springer Miller Herd & Titak
Indiana
$98.7K
AF
1813
Advisornet Financial
Minnesota
$98.1K
API
1814
Asset Planning Inc
California
$97.9K
CSPIA
1815
Cary Street Partners Investment Advisory
Virginia
$97.2K
QL
1816
Quarry LP
New York
$97.2K
BCM
1817
Boreal Capital Management
Florida
$95.9K
ATC
1818
Adirondack Trust Company
New York
$95.3K
SCM
1819
Silvant Capital Management
Georgia
$95K
PH
1820
Pinnacle Holdings
Oklahoma
$93.7K
PWS
1821
Peterson Wealth Services
Utah
$91.6K
MG
1822
MilWealth Group
Wisconsin
$91K
HBW
1823
Hazlett, Burt & Watson
West Virginia
$89K
MHR
1824
Matthew Hamilton Rosenberg
$88.6K
EI
1825
EFG International
$88.5K