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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
CA
1926
Centerpoint Advisors
Massachusetts
$23K
SC
1927
Stephens Consulting
Michigan
$22.1K
WBC
1928
West Branch Capital
Massachusetts
$21.8K
GWP
1929
Gen-Wealth Partners
Michigan
$21.6K
CWM
1930
Consultiva Wealth Management
Puerto Rico
$21.3K
MEG
1931
Millstone Evans Group
Colorado
$20.9K
KBFS
1932
Kohmann Bosshard Financial Services
Ohio
$20.8K
FFA
1933
Frazier Financial Advisors
Ohio
$20.8K
TTIC
1934
Tower Trust & Investment Company
Iowa
$20.7K
LWMI
1935
Legacy Wealth Management (Idaho)
Idaho
$20.6K
QWM
1936
Quaker Wealth Management
New Jersey
$20.1K
SNB
1937
Security National Bank
Nebraska
$19.8K
FDW
1938
Fourth Dimension Wealth
Ohio
$18.9K
MBFW
1939
Morton Brown Family Wealth
Pennsylvania
$18.1K
AFG
1940
Albion Financial Group
Utah
$17.9K
APW
1941
Aventura Private Wealth
Florida
$17.7K
RTL
1942
Red Tortoise LLC
Georgia
$17.2K
WAG
1943
Wilkerson Advisory Group
Missouri
$16.9K
DF
1944
Dunhill Financial
United Kingdom
$16.9K
EF
1945
Entrust Financial
Pennsylvania
$16.7K
PWMG
1946
Prestige Wealth Management Group
New Jersey
$16.5K
EWM
1947
Evolution Wealth Management
Florida
$16.3K
SR
1948
Swiss Re
Switzerland
$16.3K
BL
1949
BFSG LLC
California
$15.9K
HHMI
1950
Howard Hughes Medical Institute
Maryland
$15.8K