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United Parcel Service

2,090 hedge funds and large institutions have $49.7B invested in United Parcel Service in 2026 Q1 according to their latest regulatory filings, with 180 funds opening new positions, 928 increasing their positions, 751 reducing their positions, and 156 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,090
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
33
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.88B
Puts
$1.66B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NERM
1001
New England Research & Management
Illinois
$1M
CHJWM
1002
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1M
I
1003
InvesTrust
Oklahoma
$1M
WWM
1004
Western Wealth Management
Colorado
$1M
BAG
1005
Bauman Advisory Group
Nevada
$1M
BHIA
1006
Birch Hill Investment Advisors
Massachusetts
$999K
CFG
1007
Citizens Financial Group
Rhode Island
$997K
CLA
1008
Carnegie Lake Advisors
New Jersey
$992K
HAG
1009
HF Advisory Group
Maryland
$990K
IRC
1010
Investors Research Corp
Georgia
$989K
HAIM
1011
Hunter Associates Investment Management
Pennsylvania
$989K
CRIG
1012
Charter Research & Investment Group
Connecticut
$988K
PC
1013
PCB Capital
New Jersey
$988K
AGP
1014
Autumn Glory Partners
Texas
$988K
KA
1015
Kovack Advisors
Florida
$987K
AMIM
1016
Aull & Monroe Investment Management
Alabama
$987K
SR
1017
Syntax Research
Florida
$984K
AWA
1018
Aaron Wealth Advisors
Illinois
$983K
LNWTC
1019
Laird Norton Wetherby Trust Company
Washington
$982K
MIM
1020
Miller Investment Management
Pennsylvania
$979K
BDPWM
1021
Barnes Dennig Private Wealth Management
Ohio
$976K
MA
1022
Montag & Associates
Georgia
$974K
FC
1023
Financial Consulate
Maryland
$973K
TBC
1024
Ted Buchan & Co
California
$969K
CWM
1025
Copia Wealth Management
Oregon
$969K