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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
SFG
2001
Strive Financial Group
Indiana
$9.98K
AEPWM
2002
Atlantic Edge Private Wealth Management
Florida
$9.92K
MO
2003
McMillan Office
Michigan
$9.92K
NWS
2004
Nvest Wealth Strategies
Ohio
$9.92K
BFS
2005
Burkett Financial Services
South Carolina
$9.66K
SA
2006
Strategic Advocates
Utah
$9.65K
SG
2007
Sankala Group
Colorado
$8.7K
MPW
2008
MASECO Private Wealth
$8.43K
WA
2009
Westfuller Advisors
New York
$8.29K
YP
2010
YANKCOM Partnership
South Dakota
$8.23K
PWMG
2011
Private Wealth Management Group
New Jersey
$8.04K
DWA
2012
Delos Wealth Advisors
Texas
$7.44K
OW
2013
Olistico Wealth
Oklahoma
$7.44K
EAM
2014
Eukles Asset Management
Ohio
$7.24K
NSG
2015
Nalls Sherbakoff Group
Tennessee
$7.04K
EA
2016
Evolution Advisers
Virginia
$7K
FCAS
2017
First Command Advisory Services
Texas
$6.94K
GC
2018
Gould Capital
Washington
$6.94K
NRG
2019
Nemes Rush Group
Michigan
$6.5K
HFS
2020
Hughes Financial Services
Virginia
$6.45K
FMB
2021
Field & Main Bank
Kentucky
$6.45K
SRCM
2022
Signature Resources Capital Management
California
$6.25K
LC
2023
Luminist Capital
Michigan
$6.15K
HNW
2024
High Note Wealth
Minnesota
$6.15K
GFA
2025
Godfrey Financial Associates
New York
$6.15K