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United Parcel Service

2,104 hedge funds and large institutions have $50.2B invested in United Parcel Service in 2025 Q4 according to their latest regulatory filings, with 352 funds opening new positions, 723 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:

4.35% more ownership

Funds ownership: 64.03%68.38% (+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: 848

Holders
2,104
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
MCA
2026
McGuire Capital Advisors
Oklahoma
$6.15K
VWWMG
2027
Vermillion & White Wealth Management Group
Pennsylvania
$5.95K
KA
2028
Kozak & Associates
Colorado
$5.89K
BHWM
2029
Bay Harbor Wealth Management
Maryland
$5.85K
VWA
2030
Valued Wealth Advisors
Utah
$5.81K
WFA
2031
West Financial Advisors
Iowa
$5.75K
MSWM
2032
Mowery & Schoenfeld Wealth Management
Illinois
$5.75K
PIM
2033
Plato Investment Management
Australia
$5.68K
CFM
2034
Cornerstone Financial Management
Massachusetts
$5.36K
FMP
2035
Financial Management Professionals
Texas
$5.16K
BWAM
2036
Boyd Watterson Asset Management
Ohio
$5.06K
CWA
2037
Carolina Wealth Advisors
South Carolina
$4.96K
CFS
2038
CGC Financial Services
Oregon
$4.96K
CB
2039
Centennial Bank
Arkansas
$4.96K
PUI
2040
Purpose Unlimited Inc
$4.96K
WA
2041
Walsh & Associates
Florida
$4.96K
CFP
2042
Comprehensive Financial Planning
Pennsylvania
$4.96K
KFA
2043
Kelleher Financial Advisors
New York
$4.76K
1IA
2044
1620 Investment Advisors
Massachusetts
$4.76K
MSWA
2045
Marshall & Sterling Wealth Advisors
New York
$4.56K
TWM
2046
Tripletail Wealth Management
Florida
$4.46K
CFG
2047
Clayton Financial Group
Missouri
$4.46K
DWM
2048
Dogwood Wealth Management
Kansas
$4.36K
SHF
2049
Safe Harbor Fiduciary
Florida
$4.26K
Q1WB
2050
Quest 10 Wealth Builders
Virginia
$4.02K