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