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United Parcel Service

2,093 hedge funds and large institutions have $50.1B invested in United Parcel Service in 2025 Q4 according to their latest regulatory filings, with 346 funds opening new positions, 717 increasing their positions, 849 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:

4.3% more ownership

Funds ownership: 64.03%68.32% (+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: 717 | Existing positions reduced: 849

Holders
2,093
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
WA
2001
Westfuller Advisors
New York
$8.29K
YP
2002
YANKCOM Partnership
South Dakota
$8.23K
PWMG
2003
Private Wealth Management Group
New Jersey
$8.04K
DWA
2004
Delos Wealth Advisors
Texas
$7.44K
OW
2005
Olistico Wealth
Oklahoma
$7.44K
EAM
2006
Eukles Asset Management
Ohio
$7.24K
NSG
2007
Nalls Sherbakoff Group
Tennessee
$7.04K
EA
2008
Evolution Advisers
Virginia
$7K
FCAS
2009
First Command Advisory Services
Texas
$6.94K
GC
2010
Gould Capital
Washington
$6.94K
NRG
2011
Nemes Rush Group
Michigan
$6.5K
HFS
2012
Hughes Financial Services
Virginia
$6.45K
FMB
2013
Field & Main Bank
Kentucky
$6.45K
SRCM
2014
Signature Resources Capital Management
California
$6.25K
LC
2015
Luminist Capital
Michigan
$6.15K
HNW
2016
High Note Wealth
Minnesota
$6.15K
MCA
2017
McGuire Capital Advisors
Oklahoma
$6.15K
GFA
2018
Godfrey Financial Associates
New York
$6.15K
VWWMG
2019
Vermillion & White Wealth Management Group
Pennsylvania
$5.95K
KA
2020
Kozak & Associates
Colorado
$5.89K
BHWM
2021
Bay Harbor Wealth Management
Maryland
$5.85K
VWA
2022
Valued Wealth Advisors
Utah
$5.81K
MSWM
2023
Mowery & Schoenfeld Wealth Management
Illinois
$5.75K
WFA
2024
West Financial Advisors
Iowa
$5.75K
PIM
2025
Plato Investment Management
Australia
$5.68K