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United Parcel Service

2,089 hedge funds and large institutions have $50.1B invested in United Parcel Service in 2025 Q4 according to their latest regulatory filings, with 344 funds opening new positions, 716 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:

4.29% more ownership

Funds ownership: 64.02%68.31% (+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: 716 | Existing positions reduced: 848

Holders
2,089
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
OW
2001
Olistico Wealth
Oklahoma
$7.44K
EAM
2002
Eukles Asset Management
Ohio
$7.24K
NSG
2003
Nalls Sherbakoff Group
Tennessee
$7.04K
EA
2004
Evolution Advisers
Virginia
$7K
FCAS
2005
First Command Advisory Services
Texas
$6.94K
GC
2006
Gould Capital
Washington
$6.94K
NRG
2007
Nemes Rush Group
Michigan
$6.5K
HFS
2008
Hughes Financial Services
Virginia
$6.45K
FMB
2009
Field & Main Bank
Kentucky
$6.45K
SRCM
2010
Signature Resources Capital Management
California
$6.25K
LC
2011
Luminist Capital
Michigan
$6.15K
HNW
2012
High Note Wealth
Minnesota
$6.15K
GFA
2013
Godfrey Financial Associates
New York
$6.15K
MCA
2014
McGuire Capital Advisors
Oklahoma
$6.15K
VWWMG
2015
Vermillion & White Wealth Management Group
Pennsylvania
$5.95K
KA
2016
Kozak & Associates
Colorado
$5.89K
BHWM
2017
Bay Harbor Wealth Management
Maryland
$5.85K
VWA
2018
Valued Wealth Advisors
Utah
$5.81K
MSWM
2019
Mowery & Schoenfeld Wealth Management
Illinois
$5.75K
WFA
2020
West Financial Advisors
Iowa
$5.75K
PIM
2021
Plato Investment Management
Australia
$5.68K
CFM
2022
Cornerstone Financial Management
Massachusetts
$5.36K
FMP
2023
Financial Management Professionals
Texas
$5.16K
BWAM
2024
Boyd Watterson Asset Management
Ohio
$5.06K
CFS
2025
CGC Financial Services
Oregon
$4.96K