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United Parcel Service

2,114 hedge funds and large institutions have $50.2B invested in United Parcel Service in 2025 Q4 according to their latest regulatory filings, with 357 funds opening new positions, 723 increasing their positions, 853 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:

4.33% more ownership

Funds ownership: 64.08%68.4% (+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: 853

Holders
2,114
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
2201
Jacksonville Wealth Management
Florida
SFP
2202
Shepherd Financial Partners
Massachusetts
HBWM
2203
Hollow Brook Wealth Management
New York
EGA
2204
E&G Advisors
Texas
CVM
2205
Cheviot Value Management
California
JF
2206
Joule Financial
Kentucky
SIM
2207
Stratos Investment Management
Ohio
SWA
2208
SFMG Wealth Advisors
Texas
CPW
2209
Crestmont Private Wealth
Texas
BMCM
2210
Bryn Mawr Capital Management
Pennsylvania
PFM
2211
Patton Fund Management
Texas
SRC
2212
Shufro Rose & Co
New York
FI
2213
FIDELIS iM
Oregon
SCA
2214
Stuart Chaussee & Associates
California
OA
2215
Operose Advisors
Wisconsin
VC
2216
Vestor Capital
Illinois
CM
2217
Capula Management
Cayman Islands
TS
2218
Tamar Securities
California
RA
2219
Rise Advisors
New York
EPIMS
2220
Evelyn Partners Investment Management Services
CTC
2221
Corundum Trust Company
South Dakota
GIM
2222
Generali Investments Management
Slovenia
NC
2223
North Capital
Utah
CIAM
2224
Caitong International Asset Management
Hong Kong
SM
2225
Salzhauer Michael