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United Parcel Service

2,089 hedge funds and large institutions have $50.1B invested in United Parcel Service in 2025 Q4 according to their latest regulatory filings, with 344 funds opening new positions, 716 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:

4.29% more ownership

Funds ownership: 64.02%68.31% (+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: 716 | Existing positions reduced: 848

Holders
2,089
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
CWA
2026
Carolina Wealth Advisors
South Carolina
$4.96K
CB
2027
Centennial Bank
Arkansas
$4.96K
PUI
2028
Purpose Unlimited Inc
$4.96K
CFP
2029
Comprehensive Financial Planning
Pennsylvania
$4.96K
KFA
2030
Kelleher Financial Advisors
New York
$4.76K
1IA
2031
1620 Investment Advisors
Massachusetts
$4.76K
MSWA
2032
Marshall & Sterling Wealth Advisors
New York
$4.56K
TWM
2033
Tripletail Wealth Management
Florida
$4.46K
CFG
2034
Clayton Financial Group
Missouri
$4.46K
DWM
2035
Dogwood Wealth Management
Kansas
$4.36K
SHF
2036
Safe Harbor Fiduciary
Florida
$4.26K
Q1WB
2037
Quest 10 Wealth Builders
Virginia
$4.02K
ECM
2038
Estabrook Capital Management
New York
$3.97K
PWA
2039
Principia Wealth Advisory
Texas
$3.97K
LIA
2040
Limestone Investment Advisors
New York
$3.97K
SWIM
2041
Smallwood Wealth Investment Management
New Jersey
$3.87K
FRA
2042
Front Row Advisors
California
$3.47K
NOI
2043
Newton One Investments
Delaware
$3.32K
CJ
2044
Caitlin John
Michigan
$3.28K
WWA
2045
Wealth Watch Advisors
Colorado
$3.08K
ACA
2046
Atlas Capital Advisors
Wyoming
$3.07K
CWM
2047
Cedar Wealth Management
California
$3.04K
FCG
2048
Financial Connections Group
California
$3K
AP
2049
Aspect Partners
Virginia
$2.98K
RWM
2050
Rialto Wealth Management
New York
$2.98K