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United Parcel Service

2,089 hedge funds and large institutions have $50.1B invested in United Parcel Service in 2025 Q4 according to their latest regulatory filings, with 344 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
2,089
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
KFAS
1876
Keating Financial Advisory Services
Kansas
$42.3K
CH
1877
Canton Hathaway
Rhode Island
$42.2K
AWM
1878
Abound Wealth Management
Tennessee
$42.1K
CAL
1879
Capital Advisors Ltd
Ohio
$42K
FUBT
1880
First United Bank & Trust
Maryland
$41.7K
SIC
1881
SJS Investment Consulting
Ohio
$40.8K
AWM
1882
Activest Wealth Management
Florida
$40.5K
EW
1883
Elyxium Wealth
California
$40.1K
EIM
1884
Essex Investment Management
Massachusetts
$40.1K
RAM
1885
Ramirez Asset Management
New York
$39.7K
PS
1886
Pinney & Scofield
Massachusetts
$38.9K
SPF
1887
South Plains Financial
Texas
$38.9K
RS
1888
Rakuten Securities
Japan
$38.4K
LAM
1889
LOM Asset Management
$38.2K
ITIM
1890
Indiana Trust & Investment Management
Indiana
$37.7K
JFA
1891
JNBA Financial Advisors
Minnesota
$37.6K
RWM
1892
RMG Wealth Management
Wisconsin
$37.6K
GK
1893
Graney & King
New York
$37.2K
MSFP
1894
Mark Sheptoff Financial Planning
Connecticut
$36.8K
LC
1895
Lavaca Capital
Texas
$36.3K
STB
1896
S&T Bank
Pennsylvania
$36.1K
RCM
1897
Richardson Capital Management
Wisconsin
$35.6K
PCFFS
1898
Pacific Center for Financial Services
California
$35.5K
DIP
1899
DT Investment Partners
Pennsylvania
$35.4K
EWM
1900
Evermay Wealth Management
Virginia
$35.2K