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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
DF
1951
Dunhill Financial
United Kingdom
$16.9K
EF
1952
Entrust Financial
Pennsylvania
$16.7K
PWMG
1953
Prestige Wealth Management Group
New Jersey
$16.5K
EWM
1954
Evolution Wealth Management
Florida
$16.3K
SR
1955
Swiss Re
Switzerland
$16.3K
BL
1956
BFSG LLC
California
$15.9K
HHMI
1957
Howard Hughes Medical Institute
Maryland
$15.8K
HIA
1958
HFM Investment Advisors
New Jersey
$15.6K
TCM
1959
TD Capital Management
Tennessee
$15.4K
WOSD
1960
WFA of San Diego
California
$15.4K
AF
1961
Abound Financial
California
$15.3K
VWA
1962
VSM Wealth Advisory
Maryland
$14.9K
FDCP
1963
Foster Dykema Cabot & Partners
Massachusetts
$14.9K
JSAM
1964
J. Safra Asset Management
New York
$14.3K
T
1965
TOBAM
France
$14K
HWM
1966
HighMark Wealth Management
Minnesota
$13.8K
WIM
1967
Westside Investment Management
California
$13.8K
CMA
1968
Cedar Mountain Advisors
Oregon
$13.7K
SFS
1969
Sunrise Financial Services
Washington
$13.6K
AT
1970
Avalon Trust
New Mexico
$13.2K
DFC
1971
DB Fitzpatrick & Co
Idaho
$12.8K
FFL
1972
Financial Freedom LLC
Ohio
$12.4K
BIA
1973
Bell Investment Advisors
California
$12.4K
W
1974
WealthCollab
Washington
$12.3K
IA
1975
IFS Advisors
Kansas
$12.2K