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United Parcel Service

2,093 hedge funds and large institutions have $50.1B invested in United Parcel Service in 2025 Q4 according to their latest regulatory filings, with 346 funds opening new positions, 717 increasing their positions, 849 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:

4.3% more ownership

Funds ownership: 64.03%68.32% (+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: 717 | Existing positions reduced: 849

Holders
2,093
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
CFM
2026
Cornerstone Financial Management
Massachusetts
$5.36K
FMP
2027
Financial Management Professionals
Texas
$5.16K
BWAM
2028
Boyd Watterson Asset Management
Ohio
$5.06K
CWA
2029
Carolina Wealth Advisors
South Carolina
$4.96K
CB
2030
Centennial Bank
Arkansas
$4.96K
CFS
2031
CGC Financial Services
Oregon
$4.96K
PUI
2032
Purpose Unlimited Inc
$4.96K
CFP
2033
Comprehensive Financial Planning
Pennsylvania
$4.96K
1IA
2034
1620 Investment Advisors
Massachusetts
$4.76K
KFA
2035
Kelleher Financial Advisors
New York
$4.76K
MSWA
2036
Marshall & Sterling Wealth Advisors
New York
$4.56K
TWM
2037
Tripletail Wealth Management
Florida
$4.46K
CFG
2038
Clayton Financial Group
Missouri
$4.46K
DWM
2039
Dogwood Wealth Management
Kansas
$4.36K
SHF
2040
Safe Harbor Fiduciary
Florida
$4.26K
Q1WB
2041
Quest 10 Wealth Builders
Virginia
$4.02K
ECM
2042
Estabrook Capital Management
New York
$3.97K
PWA
2043
Principia Wealth Advisory
Texas
$3.97K
LIA
2044
Limestone Investment Advisors
New York
$3.97K
SWIM
2045
Smallwood Wealth Investment Management
New Jersey
$3.87K
FRA
2046
Front Row Advisors
California
$3.47K
NOI
2047
Newton One Investments
Delaware
$3.32K
CJ
2048
Caitlin John
Michigan
$3.28K
WWA
2049
Wealth Watch Advisors
Colorado
$3.08K
ACA
2050
Atlas Capital Advisors
Wyoming
$3.07K