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United Parcel Service

2,077 hedge funds and large institutions have $50.1B invested in United Parcel Service in 2025 Q4 according to their latest regulatory filings, with 337 funds opening new positions, 716 increasing their positions, 844 reducing their positions, and 142 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:

4.28% more ownership

Funds ownership: 64.01%68.29% (+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: 844

Holders
2,077
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
$2.02B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CMBA
2051
C.M. Bidwell & Associates
Hawaii
$1.98K
NL
2052
NVWM LLC
Pennsylvania
$1.98K
FW
2053
Fairway Wealth
Ohio
$1.98K
1NWS
2054
1 North Wealth Services
Maryland
$1.89K
HCMG
2055
Howard Capital Management Group
California
$1.78K
HC
2056
Hara Capital
Washington
$1.78K
GWSG
2057
GPS Wealth Strategies Group
Colorado
$1.51K
AWA
2058
Acumen Wealth Advisors
Tennessee
$1.29K
RJA
2059
Ross\Johnson & Associates
Minnesota
$1.29K
ANBT
2060
American National Bank & Trust
Texas
$1.19K
RIAS
2061
Rachor Investment Advisory Services
Michigan
$1.13K
KFG
2062
Kingdom Financial Group
Arizona
$1.11K
SWA
2063
Strategic Wealth Advisors
Arizona
$1K
JGIA
2064
Jackson Grant Investment Advisers
Connecticut
$992
MWM
2065
Mascoma Wealth Management
New Hampshire
$992
IPS
2066
Investors Portfolio Services
Washington
$729
BIM
2067
Breakwater Investment Management
Washington
$596
EFMH
2068
E Fund Management (HK)
Hong Kong
$551
WW
2069
Winnow Wealth
Texas
$500
LIA
2070
Luken Investment Analytics
Tennessee
$496
RFA
2071
Reyes Financial Architecture
California
$496
SA
2072
Seneschal Advisors
Washington
$397
CTWM
2073
Cherry Tree Wealth Management
Minnesota
$298
LGWM
2074
Litman Gregory Wealth Management
California
$100
TPBG
2075
Turning Point Benefit Group
Maryland
$99