UPS icon

United Parcel Service

2,089 hedge funds and large institutions have $50.1B invested in United Parcel Service in 2025 Q4 according to their latest regulatory filings, with 344 funds opening new positions, 716 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:

4.29% more ownership

Funds ownership: 64.02%68.31% (+4.3%)

3% more funds holding in top 10

Funds holding in top 10: 3334 (+1)

16% less repeat investments, than reductions

Existing positions increased: 716 | Existing positions reduced: 848

Holders
2,089
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
APW
1951
Aventura Private Wealth
Florida
$17.7K
RTL
1952
Red Tortoise LLC
Georgia
$17.2K
WAG
1953
Wilkerson Advisory Group
Missouri
$16.9K
DF
1954
Dunhill Financial
United Kingdom
$16.9K
EF
1955
Entrust Financial
Pennsylvania
$16.7K
PWMG
1956
Prestige Wealth Management Group
New Jersey
$16.5K
EWM
1957
Evolution Wealth Management
Florida
$16.3K
SR
1958
Swiss Re
Switzerland
$16.3K
BL
1959
BFSG LLC
California
$15.9K
HHMI
1960
Howard Hughes Medical Institute
Maryland
$15.8K
HIA
1961
HFM Investment Advisors
New Jersey
$15.6K
TCM
1962
TD Capital Management
Tennessee
$15.4K
WOSD
1963
WFA of San Diego
California
$15.4K
AF
1964
Abound Financial
California
$15.3K
VWA
1965
VSM Wealth Advisory
Maryland
$14.9K
FDCP
1966
Foster Dykema Cabot & Partners
Massachusetts
$14.9K
JSAM
1967
J. Safra Asset Management
New York
$14.3K
T
1968
TOBAM
France
$14K
HWM
1969
HighMark Wealth Management
Minnesota
$13.8K
WIM
1970
Westside Investment Management
California
$13.8K
CMA
1971
Cedar Mountain Advisors
Oregon
$13.7K
SFS
1972
Sunrise Financial Services
Washington
$13.6K
AT
1973
Avalon Trust
New Mexico
$13.2K
DFC
1974
DB Fitzpatrick & Co
Idaho
$12.8K
FFL
1975
Financial Freedom LLC
Ohio
$12.4K