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United Parcel Service

2,114 hedge funds and large institutions have $50.2B invested in United Parcel Service in 2025 Q4 according to their latest regulatory filings, with 357 funds opening new positions, 723 increasing their positions, 853 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:

4.33% more ownership

Funds ownership: 64.08%68.4% (+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: 853

Holders
2,114
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
MGI
2001
Miller Global Investments
Texas
$11.5K
CIAS
2002
CBIZ Investment Advisory Services
Ohio
$11.2K
SWP
2003
SIMA Wealth Partners
Virginia
$11.1K
EWP
2004
Elevation Wealth Partners
California
$10.8K
HWP
2005
Highline Wealth Partners
California
$10.6K
PB
2006
Prosperity Bancshares
Texas
$10.4K
KB
2007
Kimelman & Baird
New York
$10.1K
PCA
2008
PMV Capital Advisers
Texas
$10K
SFG
2009
Strive Financial Group
Indiana
$9.98K
AEPWM
2010
Atlantic Edge Private Wealth Management
Florida
$9.92K
MO
2011
McMillan Office
Michigan
$9.92K
NWS
2012
Nvest Wealth Strategies
Ohio
$9.92K
BFS
2013
Burkett Financial Services
South Carolina
$9.66K
SA
2014
Strategic Advocates
Utah
$9.65K
SG
2015
Sankala Group
Colorado
$8.7K
MPW
2016
MASECO Private Wealth
$8.43K
WA
2017
Westfuller Advisors
New York
$8.29K
YP
2018
YANKCOM Partnership
South Dakota
$8.23K
PWMG
2019
Private Wealth Management Group
New Jersey
$8.04K
DWA
2020
Delos Wealth Advisors
Texas
$7.44K
OW
2021
Olistico Wealth
Oklahoma
$7.44K
EAM
2022
Eukles Asset Management
Ohio
$7.24K
NSG
2023
Nalls Sherbakoff Group
Tennessee
$7.04K
EA
2024
Evolution Advisers
Virginia
$7K
FCAS
2025
First Command Advisory Services
Texas
$6.94K