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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
GWP
1951
Gen-Wealth Partners
Michigan
$21.6K
CWM
1952
Consultiva Wealth Management
Puerto Rico
$21.3K
MEG
1953
Millstone Evans Group
Colorado
$20.9K
KBFS
1954
Kohmann Bosshard Financial Services
Ohio
$20.8K
FFA
1955
Frazier Financial Advisors
Ohio
$20.8K
TTIC
1956
Tower Trust & Investment Company
Iowa
$20.7K
LWMI
1957
Legacy Wealth Management (Idaho)
Idaho
$20.6K
QWM
1958
Quaker Wealth Management
New Jersey
$20.1K
SNB
1959
Security National Bank
Nebraska
$19.8K
FDW
1960
Fourth Dimension Wealth
Ohio
$18.9K
MBFW
1961
Morton Brown Family Wealth
Pennsylvania
$18.1K
AFG
1962
Albion Financial Group
Utah
$17.9K
APW
1963
Aventura Private Wealth
Florida
$17.7K
RTL
1964
Red Tortoise LLC
Georgia
$17.2K
WAG
1965
Wilkerson Advisory Group
Missouri
$16.9K
DF
1966
Dunhill Financial
United Kingdom
$16.9K
EF
1967
Entrust Financial
Pennsylvania
$16.7K
PWMG
1968
Prestige Wealth Management Group
New Jersey
$16.5K
EWM
1969
Evolution Wealth Management
Florida
$16.3K
SR
1970
Swiss Re
Switzerland
$16.3K
BL
1971
BFSG LLC
California
$15.9K
HHMI
1972
Howard Hughes Medical Institute
Maryland
$15.8K
HIA
1973
HFM Investment Advisors
New Jersey
$15.6K
TCM
1974
TD Capital Management
Tennessee
$15.4K
WOSD
1975
WFA of San Diego
California
$15.4K