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United Parcel Service

2,114 hedge funds and large institutions have $50.2B invested in United Parcel Service in 2025 Q4 according to their latest regulatory filings, with 357 funds opening new positions, 723 increasing their positions, 853 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:

4.33% more ownership

Funds ownership: 64.08%68.4% (+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: 853

Holders
2,114
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
GC
2026
Gould Capital
Washington
$6.94K
NRG
2027
Nemes Rush Group
Michigan
$6.5K
HFS
2028
Hughes Financial Services
Virginia
$6.45K
FMB
2029
Field & Main Bank
Kentucky
$6.45K
SRCM
2030
Signature Resources Capital Management
California
$6.25K
LC
2031
Luminist Capital
Michigan
$6.15K
HNW
2032
High Note Wealth
Minnesota
$6.15K
GFA
2033
Godfrey Financial Associates
New York
$6.15K
MCA
2034
McGuire Capital Advisors
Oklahoma
$6.15K
VWWMG
2035
Vermillion & White Wealth Management Group
Pennsylvania
$5.95K
KA
2036
Kozak & Associates
Colorado
$5.89K
BHWM
2037
Bay Harbor Wealth Management
Maryland
$5.85K
VWA
2038
Valued Wealth Advisors
Utah
$5.81K
MSWM
2039
Mowery & Schoenfeld Wealth Management
Illinois
$5.75K
WFA
2040
West Financial Advisors
Iowa
$5.75K
PIM
2041
Plato Investment Management
Australia
$5.68K
CFM
2042
Cornerstone Financial Management
Massachusetts
$5.36K
FMP
2043
Financial Management Professionals
Texas
$5.16K
BWAM
2044
Boyd Watterson Asset Management
Ohio
$5.06K
CWA
2045
Carolina Wealth Advisors
South Carolina
$4.96K
CB
2046
Centennial Bank
Arkansas
$4.96K
CFS
2047
CGC Financial Services
Oregon
$4.96K
PUI
2048
Purpose Unlimited Inc
$4.96K
WA
2049
Walsh & Associates
Florida
$4.96K
CFP
2050
Comprehensive Financial Planning
Pennsylvania
$4.96K