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United Parcel Service

2,104 hedge funds and large institutions have $50.2B invested in United Parcel Service in 2025 Q4 according to their latest regulatory filings, with 352 funds opening new positions, 723 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:

4.35% more ownership

Funds ownership: 64.03%68.38% (+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: 848

Holders
2,104
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
ECM
2051
Estabrook Capital Management
New York
$3.97K
PWA
2052
Principia Wealth Advisory
Texas
$3.97K
LIA
2053
Limestone Investment Advisors
New York
$3.97K
SWIM
2054
Smallwood Wealth Investment Management
New Jersey
$3.87K
FRA
2055
Front Row Advisors
California
$3.47K
NOI
2056
Newton One Investments
Delaware
$3.32K
CJ
2057
Caitlin John
Michigan
$3.28K
WWA
2058
Wealth Watch Advisors
Colorado
$3.08K
ACA
2059
Atlas Capital Advisors
Wyoming
$3.07K
CWM
2060
Cedar Wealth Management
California
$3.04K
FCG
2061
Financial Connections Group
California
$3K
AP
2062
Aspect Partners
Virginia
$2.98K
RWM
2063
Rialto Wealth Management
New York
$2.98K
FFC
2064
First Financial Corp
Indiana
$2.88K
RWS
2065
Retirement Wealth Solutions
Wisconsin
$2.88K
BFS
2066
Bare Financial Services
Pennsylvania
$2.78K
SHIM
2067
Stone House Investment Management
Pennsylvania
$2.53K
MLA
2068
MB, Levis & Associates
Pennsylvania
$2.48K
WPA
2069
Wealth Preservation Advisors
Tennessee
$2.38K
HIW
2070
Holos Integrated Wealth
Pennsylvania
$2.22K
GG
2071
Gleason Group
Kentucky
$2.22K
CA
2072
Crewe Advisors
Utah
$2.08K
BCPWM
2073
Bradley & Co Private Wealth Management
Florida
$2.08K
AP
2074
Atwood & Palmer
Missouri
$1.98K
CMBA
2075
C.M. Bidwell & Associates
Hawaii
$1.98K