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United Parcel Service

2,089 hedge funds and large institutions have $50.1B invested in United Parcel Service in 2025 Q4 according to their latest regulatory filings, with 344 funds opening new positions, 716 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:

4.29% more ownership

Funds ownership: 64.02%68.31% (+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: 716 | Existing positions reduced: 848

Holders
2,089
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
JWM
2176
Jacksonville Wealth Management
Florida
SFP
2177
Shepherd Financial Partners
Massachusetts
HBWM
2178
Hollow Brook Wealth Management
New York
EGA
2179
E&G Advisors
Texas
CVM
2180
Cheviot Value Management
California
JF
2181
Joule Financial
Kentucky
SIM
2182
Stratos Investment Management
Ohio
SWA
2183
SFMG Wealth Advisors
Texas
CPW
2184
Crestmont Private Wealth
Texas
BMCM
2185
Bryn Mawr Capital Management
Pennsylvania
PFM
2186
Patton Fund Management
Texas
SRC
2187
Shufro Rose & Co
New York
FI
2188
FIDELIS iM
Oregon
SCA
2189
Stuart Chaussee & Associates
California
OA
2190
Operose Advisors
Wisconsin
VC
2191
Vestor Capital
Illinois
CM
2192
Capula Management
Cayman Islands
TS
2193
Tamar Securities
California
RA
2194
Rise Advisors
New York
EPIMS
2195
Evelyn Partners Investment Management Services
CTC
2196
Corundum Trust Company
South Dakota
GIM
2197
Generali Investments Management
Slovenia
NC
2198
North Capital
Utah
CIAM
2199
Caitong International Asset Management
Hong Kong
SM
2200
Salzhauer Michael