UPS icon

United Parcel Service

2,086 hedge funds and large institutions have $50.1B invested in United Parcel Service in 2025 Q4 according to their latest regulatory filings, with 342 funds opening new positions, 716 increasing their positions, 847 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: 64.01%68.31% (+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: 847

Holders
2,086
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
CFP
2026
Comprehensive Financial Planning
Pennsylvania
$4.96K
1IA
2027
1620 Investment Advisors
Massachusetts
$4.76K
KFA
2028
Kelleher Financial Advisors
New York
$4.76K
MSWA
2029
Marshall & Sterling Wealth Advisors
New York
$4.56K
TWM
2030
Tripletail Wealth Management
Florida
$4.46K
CFG
2031
Clayton Financial Group
Missouri
$4.46K
DWM
2032
Dogwood Wealth Management
Kansas
$4.36K
SHF
2033
Safe Harbor Fiduciary
Florida
$4.26K
Q1WB
2034
Quest 10 Wealth Builders
Virginia
$4.02K
ECM
2035
Estabrook Capital Management
New York
$3.97K
PWA
2036
Principia Wealth Advisory
Texas
$3.97K
LIA
2037
Limestone Investment Advisors
New York
$3.97K
SWIM
2038
Smallwood Wealth Investment Management
New Jersey
$3.87K
FRA
2039
Front Row Advisors
California
$3.47K
NOI
2040
Newton One Investments
Delaware
$3.32K
CJ
2041
Caitlin John
Michigan
$3.28K
WWA
2042
Wealth Watch Advisors
Colorado
$3.08K
ACA
2043
Atlas Capital Advisors
Wyoming
$3.07K
CWM
2044
Cedar Wealth Management
California
$3.04K
FCG
2045
Financial Connections Group
California
$3K
AP
2046
Aspect Partners
Virginia
$2.98K
RWM
2047
Rialto Wealth Management
New York
$2.98K
FFC
2048
First Financial Corp
Indiana
$2.88K
RWS
2049
Retirement Wealth Solutions
Wisconsin
$2.88K
BFS
2050
Bare Financial Services
Pennsylvania
$2.78K