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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
LC
2001
Luminist Capital
Michigan
$6.15K
HNW
2002
High Note Wealth
Minnesota
$6.15K
MCA
2003
McGuire Capital Advisors
Oklahoma
$6.15K
GFA
2004
Godfrey Financial Associates
New York
$6.15K
VWWMG
2005
Vermillion & White Wealth Management Group
Pennsylvania
$5.95K
KA
2006
Kozak & Associates
Colorado
$5.89K
BHWM
2007
Bay Harbor Wealth Management
Maryland
$5.85K
VWA
2008
Valued Wealth Advisors
Utah
$5.81K
WFA
2009
West Financial Advisors
Iowa
$5.75K
MSWM
2010
Mowery & Schoenfeld Wealth Management
Illinois
$5.75K
PIM
2011
Plato Investment Management
Australia
$5.68K
CFM
2012
Cornerstone Financial Management
Massachusetts
$5.36K
FMP
2013
Financial Management Professionals
Texas
$5.16K
BWAM
2014
Boyd Watterson Asset Management
Ohio
$5.06K
CFS
2015
CGC Financial Services
Oregon
$4.96K
CWA
2016
Carolina Wealth Advisors
South Carolina
$4.96K
CB
2017
Centennial Bank
Arkansas
$4.96K
CFP
2018
Comprehensive Financial Planning
Pennsylvania
$4.96K
KFA
2019
Kelleher Financial Advisors
New York
$4.76K
1IA
2020
1620 Investment Advisors
Massachusetts
$4.76K
MSWA
2021
Marshall & Sterling Wealth Advisors
New York
$4.56K
TWM
2022
Tripletail Wealth Management
Florida
$4.46K
CFG
2023
Clayton Financial Group
Missouri
$4.46K
DWM
2024
Dogwood Wealth Management
Kansas
$4.36K
SHF
2025
Safe Harbor Fiduciary
Florida
$4.26K