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United Parcel Service

2,086 hedge funds and large institutions have $50.1B invested in United Parcel Service in 2025 Q4 according to their latest regulatory filings, with 342 funds opening new positions, 716 increasing their positions, 847 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: 64.01%68.31% (+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: 847

Holders
2,086
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
EA
2001
Evolution Advisers
Virginia
$7K
GC
2002
Gould Capital
Washington
$6.94K
FCAS
2003
First Command Advisory Services
Texas
$6.94K
NRG
2004
Nemes Rush Group
Michigan
$6.5K
HFS
2005
Hughes Financial Services
Virginia
$6.45K
FMB
2006
Field & Main Bank
Kentucky
$6.45K
SRCM
2007
Signature Resources Capital Management
California
$6.25K
LC
2008
Luminist Capital
Michigan
$6.15K
HNW
2009
High Note Wealth
Minnesota
$6.15K
MCA
2010
McGuire Capital Advisors
Oklahoma
$6.15K
GFA
2011
Godfrey Financial Associates
New York
$6.15K
VWWMG
2012
Vermillion & White Wealth Management Group
Pennsylvania
$5.95K
KA
2013
Kozak & Associates
Colorado
$5.89K
BHWM
2014
Bay Harbor Wealth Management
Maryland
$5.85K
VWA
2015
Valued Wealth Advisors
Utah
$5.81K
WFA
2016
West Financial Advisors
Iowa
$5.75K
MSWM
2017
Mowery & Schoenfeld Wealth Management
Illinois
$5.75K
PIM
2018
Plato Investment Management
Australia
$5.68K
CFM
2019
Cornerstone Financial Management
Massachusetts
$5.36K
FMP
2020
Financial Management Professionals
Texas
$5.16K
BWAM
2021
Boyd Watterson Asset Management
Ohio
$5.06K
CB
2022
Centennial Bank
Arkansas
$4.96K
CFS
2023
CGC Financial Services
Oregon
$4.96K
CWA
2024
Carolina Wealth Advisors
South Carolina
$4.96K
PUI
2025
Purpose Unlimited Inc
$4.96K