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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
BTD
1851
BankPlus Trust Department
Mississippi
$52.4K
BWL
1852
Bogart Wealth LLC
Virginia
$52.3K
TFM
1853
TFC Financial Management
Massachusetts
$51.3K
RFG
1854
REAP Financial Group
Texas
$48.7K
WWM
1855
Wolff Wiese Magana
California
$48.5K
CPG
1856
Cornerstone Planning Group
New Jersey
$47.5K
CB
1857
CNB Bank
Pennsylvania
$47K
AW
1858
Avion Wealth
Texas
$46K
GKIM
1859
GW&K Investment Management
Massachusetts
$46K
WAS
1860
Winch Advisory Services
Wisconsin
$46K
PGAM
1861
Princeton Global Asset Management
New Jersey
$45K
SC
1862
Swan Capital
Florida
$44.6K
OC
1863
Optima Capital
Oregon
$44.1K
CT
1864
Clearstead Trust
Maine
$43.1K
IAS
1865
IMA Advisory Services
Colorado
$42.5K
KFAS
1866
Keating Financial Advisory Services
Kansas
$42.3K
CH
1867
Canton Hathaway
Rhode Island
$42.2K
AWM
1868
Abound Wealth Management
Tennessee
$42.1K
CAL
1869
Capital Advisors Ltd
Ohio
$42K
FUBT
1870
First United Bank & Trust
Maryland
$41.7K
SIC
1871
SJS Investment Consulting
Ohio
$40.8K
AWM
1872
Activest Wealth Management
Florida
$40.5K
EW
1873
Elyxium Wealth
California
$40.1K
EIM
1874
Essex Investment Management
Massachusetts
$40.1K
RAM
1875
Ramirez Asset Management
New York
$39.7K