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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
ABWM
2201
Alpine Bank Wealth Management
Colorado
SIC
2202
Salem Investment Counselors
North Carolina
PPA
2203
Painted Porch Advisors
California
HFS
2204
Hopwood Financial Services
Virginia
FGAM
2205
Financial Gravity Asset Management
Texas
CNBTD
2206
Citizens National Bank Trust Department
Mississippi
SP
2207
Saranac Partners
TCM
2208
TruNorth Capital Management
Michigan
CWM
2209
Cranbrook Wealth Management
Michigan
PG
2210
Proffitt & Goodson
Tennessee
MAM
2211
MMA Asset Management
Pennsylvania
CW
2212
Curio Wealth
Maryland
HIMS
2213
Hager Investment Management Services
New Hampshire
HFS
2214
Horizon Financial Services
North Carolina
GTAM
2215
Global Trust Asset Management
Florida
ATC
2216
Advantage Trust Company
Kansas
IRAG
2217
Investment Research & Advisory Group
Georgia
FWA
2218
Flagship Wealth Advisors
Massachusetts
CCM
2219
Cloud Capital Management
Washington
MFT
2220
Moisand Fitzgerald Tamayo
Florida
HHGA
2221
Halbert Hargrove Global Advisors
California
TIM
2222
Tortoise Investment Management
New York
NCM
2223
Northwest Capital Management
Oregon
NWM
2224
Nova Wealth Management
Florida
TCA
2225
Trifecta Capital Advisors
Illinois