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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
OC
1876
Optima Capital
Oregon
$44.1K
CT
1877
Clearstead Trust
Maine
$43.1K
IAS
1878
IMA Advisory Services
Colorado
$42.5K
KFAS
1879
Keating Financial Advisory Services
Kansas
$42.3K
CH
1880
Canton Hathaway
Rhode Island
$42.2K
AWM
1881
Abound Wealth Management
Tennessee
$42.1K
CAL
1882
Capital Advisors Ltd
Ohio
$42K
MWA
1883
Medallion Wealth Advisors
Connecticut
$41.8K
FUBT
1884
First United Bank & Trust
Maryland
$41.7K
SIC
1885
SJS Investment Consulting
Ohio
$40.8K
AWM
1886
Activest Wealth Management
Florida
$40.5K
EW
1887
Elyxium Wealth
California
$40.1K
EIM
1888
Essex Investment Management
Massachusetts
$40.1K
RAM
1889
Ramirez Asset Management
New York
$39.7K
PS
1890
Pinney & Scofield
Massachusetts
$38.9K
SPF
1891
South Plains Financial
Texas
$38.9K
RS
1892
Rakuten Securities
Japan
$38.4K
LAM
1893
LOM Asset Management
$38.2K
ITIM
1894
Indiana Trust & Investment Management
Indiana
$37.7K
JFA
1895
JNBA Financial Advisors
Minnesota
$37.6K
RWM
1896
RMG Wealth Management
Wisconsin
$37.6K
GK
1897
Graney & King
New York
$37.2K
MSFP
1898
Mark Sheptoff Financial Planning
Connecticut
$36.8K
LC
1899
Lavaca Capital
Texas
$36.3K
STB
1900
S&T Bank
Pennsylvania
$36.1K