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