UPS icon

United Parcel Service

2,077 hedge funds and large institutions have $50.1B invested in United Parcel Service in 2025 Q4 according to their latest regulatory filings, with 337 funds opening new positions, 716 increasing their positions, 844 reducing their positions, and 142 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:

4.28% more ownership

Funds ownership: 64.01%68.29% (+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: 844

Holders
2,077
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
$2.02B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Q1WB
2026
Quest 10 Wealth Builders
Virginia
$4.02K
ECM
2027
Estabrook Capital Management
New York
$3.97K
PWA
2028
Principia Wealth Advisory
Texas
$3.97K
LIA
2029
Limestone Investment Advisors
New York
$3.97K
SWIM
2030
Smallwood Wealth Investment Management
New Jersey
$3.87K
FRA
2031
Front Row Advisors
California
$3.47K
NOI
2032
Newton One Investments
Delaware
$3.32K
CJ
2033
Caitlin John
Michigan
$3.28K
WWA
2034
Wealth Watch Advisors
Colorado
$3.08K
ACA
2035
Atlas Capital Advisors
Wyoming
$3.07K
CWM
2036
Cedar Wealth Management
California
$3.04K
FCG
2037
Financial Connections Group
California
$3K
AP
2038
Aspect Partners
Virginia
$2.98K
RWM
2039
Rialto Wealth Management
New York
$2.98K
FFC
2040
First Financial Corp
Indiana
$2.88K
RWS
2041
Retirement Wealth Solutions
Wisconsin
$2.88K
BFS
2042
Bare Financial Services
Pennsylvania
$2.78K
SHIM
2043
Stone House Investment Management
Pennsylvania
$2.53K
MLA
2044
MB, Levis & Associates
Pennsylvania
$2.48K
WPA
2045
Wealth Preservation Advisors
Tennessee
$2.38K
HIW
2046
Holos Integrated Wealth
Pennsylvania
$2.22K
GG
2047
Gleason Group
Kentucky
$2.22K
CA
2048
Crewe Advisors
Utah
$2.08K
BCPWM
2049
Bradley & Co Private Wealth Management
Florida
$2.08K
AP
2050
Atwood & Palmer
Missouri
$1.98K