UPS icon

United Parcel Service

2,104 hedge funds and large institutions have $50.2B invested in United Parcel Service in 2025 Q4 according to their latest regulatory filings, with 352 funds opening new positions, 723 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:

4.35% more ownership

Funds ownership: 64.03%68.38% (+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: 723 | Existing positions reduced: 848

Holders
2,104
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
CB
1876
CNB Bank
Pennsylvania
$47K
MW
1877
Merited Wealth
Florida
$46.9K
AW
1878
Avion Wealth
Texas
$46K
GKIM
1879
GW&K Investment Management
Massachusetts
$46K
WAS
1880
Winch Advisory Services
Wisconsin
$46K
PGAM
1881
Princeton Global Asset Management
New Jersey
$45K
VR
1882
Vision Retirement
New Jersey
$44.7K
SC
1883
Swan Capital
Florida
$44.6K
OC
1884
Optima Capital
Oregon
$44.1K
CT
1885
Clearstead Trust
Maine
$43.1K
IAS
1886
IMA Advisory Services
Colorado
$42.5K
KFAS
1887
Keating Financial Advisory Services
Kansas
$42.3K
CH
1888
Canton Hathaway
Rhode Island
$42.2K
AWM
1889
Abound Wealth Management
Tennessee
$42.1K
CAL
1890
Capital Advisors Ltd
Ohio
$42K
MWA
1891
Medallion Wealth Advisors
Connecticut
$41.8K
FUBT
1892
First United Bank & Trust
Maryland
$41.7K
SIC
1893
SJS Investment Consulting
Ohio
$40.8K
AWM
1894
Activest Wealth Management
Florida
$40.5K
EW
1895
Elyxium Wealth
California
$40.1K
EIM
1896
Essex Investment Management
Massachusetts
$40.1K
RAM
1897
Ramirez Asset Management
New York
$39.7K
PS
1898
Pinney & Scofield
Massachusetts
$38.9K
SPF
1899
South Plains Financial
Texas
$38.9K
RS
1900
Rakuten Securities
Japan
$38.4K