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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
UOTTAIMCU
1926
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$24.6K
MFC
1927
Mechanics Financial Corp
Ohio
$23.8K
AIA
1928
Aventus Investment Advisors
Florida
$23.6K
BAM
1929
Byrne Asset Management
New Jersey
$23.5K
KSB
1930
Kennebec Savings Bank
Maine
$23.5K
MTIC
1931
Missouri Trust & Investment Company
Missouri
$23.3K
EBA
1932
Eagle Bay Advisors
New York
$23.2K
CA
1933
Centerpoint Advisors
Massachusetts
$23K
SC
1934
Stephens Consulting
Michigan
$22.1K
WBC
1935
West Branch Capital
Massachusetts
$21.8K
GWP
1936
Gen-Wealth Partners
Michigan
$21.6K
CWM
1937
Consultiva Wealth Management
Puerto Rico
$21.3K
MEG
1938
Millstone Evans Group
Colorado
$20.9K
KBFS
1939
Kohmann Bosshard Financial Services
Ohio
$20.8K
FFA
1940
Frazier Financial Advisors
Ohio
$20.8K
TTIC
1941
Tower Trust & Investment Company
Iowa
$20.7K
LWMI
1942
Legacy Wealth Management (Idaho)
Idaho
$20.6K
QWM
1943
Quaker Wealth Management
New Jersey
$20.1K
SNB
1944
Security National Bank
Nebraska
$19.8K
FDW
1945
Fourth Dimension Wealth
Ohio
$18.9K
MBFW
1946
Morton Brown Family Wealth
Pennsylvania
$18.1K
AFG
1947
Albion Financial Group
Utah
$17.9K
APW
1948
Aventura Private Wealth
Florida
$17.7K
RTL
1949
Red Tortoise LLC
Georgia
$17.2K
WAG
1950
Wilkerson Advisory Group
Missouri
$16.9K