UPS icon

United Parcel Service

2,093 hedge funds and large institutions have $50.1B invested in United Parcel Service in 2025 Q4 according to their latest regulatory filings, with 346 funds opening new positions, 717 increasing their positions, 849 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:

4.3% more ownership

Funds ownership: 64.03%68.32% (+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: 717 | Existing positions reduced: 849

Holders
2,093
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
CWM
2051
Cedar Wealth Management
California
$3.04K
FCG
2052
Financial Connections Group
California
$3K
AP
2053
Aspect Partners
Virginia
$2.98K
RWM
2054
Rialto Wealth Management
New York
$2.98K
FFC
2055
First Financial Corp
Indiana
$2.88K
RWS
2056
Retirement Wealth Solutions
Wisconsin
$2.88K
BFS
2057
Bare Financial Services
Pennsylvania
$2.78K
SHIM
2058
Stone House Investment Management
Pennsylvania
$2.53K
MLA
2059
MB, Levis & Associates
Pennsylvania
$2.48K
WPA
2060
Wealth Preservation Advisors
Tennessee
$2.38K
HIW
2061
Holos Integrated Wealth
Pennsylvania
$2.22K
GG
2062
Gleason Group
Kentucky
$2.22K
CA
2063
Crewe Advisors
Utah
$2.08K
BCPWM
2064
Bradley & Co Private Wealth Management
Florida
$2.08K
AP
2065
Atwood & Palmer
Missouri
$1.98K
CMBA
2066
C.M. Bidwell & Associates
Hawaii
$1.98K
NL
2067
NVWM LLC
Pennsylvania
$1.98K
FW
2068
Fairway Wealth
Ohio
$1.98K
1NWS
2069
1 North Wealth Services
Maryland
$1.89K
HCMG
2070
Howard Capital Management Group
California
$1.78K
HC
2071
Hara Capital
Washington
$1.78K
GWSG
2072
GPS Wealth Strategies Group
Colorado
$1.51K
AWA
2073
Acumen Wealth Advisors
Tennessee
$1.29K
RJA
2074
Ross\Johnson & Associates
Minnesota
$1.29K
ANBT
2075
American National Bank & Trust
Texas
$1.19K