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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
CG
2151
Clifford Group
Massachusetts
DWM
2152
Daner Wealth Management
Georgia
SEA
2153
Stegent Equity Advisors
Texas
SSWM
2154
Smith Salley Wealth Management
North Carolina
FCP
2155
Fidelis Capital Partners
Florida
MF
2156
Montis Financial
Massachusetts
CBT
2157
Central Bank & Trust
Kentucky
AGA
2158
Accuvest Global Advisors
Utah
FA
2159
Faithward Advisors
Pennsylvania
OCBCO
2160
Oversea-Chinese Banking Corp (OCBC)
Singapore
SMH
2161
Sanders Morris Harris
Texas
BSTWA
2162
Blake Schutter Theil Wealth Advisors
Ohio
HBT
2163
Heartland Bank & Trust
Illinois
JC
2164
JBGlobal.com
New York
FTUS
2165
Flow Traders U.S.
New York
MW
2166
Marks Wealth
Maryland
KCFA
2167
Key Client Fiduciary Advisors
New Jersey
NHT
2168
New Hampshire Trust
New Hampshire
RWP
2169
Ridgecrest Wealth Partners
California
AC
2170
Armistice Capital
New York
PA
2171
PFG Advisors
Arizona
SMC
2172
Smith, Moore & Co
Missouri
JWM
2173
Jacksonville Wealth Management
Florida
SFP
2174
Shepherd Financial Partners
Massachusetts
HBWM
2175
Hollow Brook Wealth Management
New York