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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
SHIM
2051
Stone House Investment Management
Pennsylvania
$2.53K
MLA
2052
MB, Levis & Associates
Pennsylvania
$2.48K
WPA
2053
Wealth Preservation Advisors
Tennessee
$2.38K
HIW
2054
Holos Integrated Wealth
Pennsylvania
$2.22K
GG
2055
Gleason Group
Kentucky
$2.22K
CA
2056
Crewe Advisors
Utah
$2.08K
BCPWM
2057
Bradley & Co Private Wealth Management
Florida
$2.08K
AP
2058
Atwood & Palmer
Missouri
$1.98K
CMBA
2059
C.M. Bidwell & Associates
Hawaii
$1.98K
NL
2060
NVWM LLC
Pennsylvania
$1.98K
FW
2061
Fairway Wealth
Ohio
$1.98K
1NWS
2062
1 North Wealth Services
Maryland
$1.89K
HCMG
2063
Howard Capital Management Group
California
$1.78K
HC
2064
Hara Capital
Washington
$1.78K
GWSG
2065
GPS Wealth Strategies Group
Colorado
$1.51K
AWA
2066
Acumen Wealth Advisors
Tennessee
$1.29K
RJA
2067
Ross\Johnson & Associates
Minnesota
$1.29K
ANBT
2068
American National Bank & Trust
Texas
$1.19K
RIAS
2069
Rachor Investment Advisory Services
Michigan
$1.13K
KFG
2070
Kingdom Financial Group
Arizona
$1.11K
SWA
2071
Strategic Wealth Advisors
Arizona
$1K
JGIA
2072
Jackson Grant Investment Advisers
Connecticut
$992
MWM
2073
Mascoma Wealth Management
New Hampshire
$992
IPS
2074
Investors Portfolio Services
Washington
$729
BIM
2075
Breakwater Investment Management
Washington
$596