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United Parcel Service

2,086 hedge funds and large institutions have $50.1B invested in United Parcel Service in 2025 Q4 according to their latest regulatory filings, with 342 funds opening new positions, 716 increasing their positions, 847 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: 64.01%68.31% (+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: 847

Holders
2,086
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
CAL
1876
Capital Advisors Ltd
Ohio
$42K
FUBT
1877
First United Bank & Trust
Maryland
$41.7K
SIC
1878
SJS Investment Consulting
Ohio
$40.8K
AWM
1879
Activest Wealth Management
Florida
$40.5K
EW
1880
Elyxium Wealth
California
$40.1K
EIM
1881
Essex Investment Management
Massachusetts
$40.1K
RAM
1882
Ramirez Asset Management
New York
$39.7K
PS
1883
Pinney & Scofield
Massachusetts
$38.9K
SPF
1884
South Plains Financial
Texas
$38.9K
RS
1885
Rakuten Securities
Japan
$38.4K
LAM
1886
LOM Asset Management
$38.2K
ITIM
1887
Indiana Trust & Investment Management
Indiana
$37.7K
JFA
1888
JNBA Financial Advisors
Minnesota
$37.6K
RWM
1889
RMG Wealth Management
Wisconsin
$37.6K
GK
1890
Graney & King
New York
$37.2K
MSFP
1891
Mark Sheptoff Financial Planning
Connecticut
$36.8K
LC
1892
Lavaca Capital
Texas
$36.3K
STB
1893
S&T Bank
Pennsylvania
$36.1K
RCM
1894
Richardson Capital Management
Wisconsin
$35.6K
PCFFS
1895
Pacific Center for Financial Services
California
$35.5K
DIP
1896
DT Investment Partners
Pennsylvania
$35.4K
EWM
1897
Evermay Wealth Management
Virginia
$35.2K
CAM
1898
Chesapeake Asset Management
New York
$34.2K
CW
1899
CrossGen Wealth
North Carolina
$33.4K
EPIM
1900
Evelyn Partners Investment Management
$33.4K