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United Parcel Service

2,071 hedge funds and large institutions have $49.6B invested in United Parcel Service in 2026 Q1 according to their latest regulatory filings, with 182 funds opening new positions, 917 increasing their positions, 744 reducing their positions, and 157 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,071
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
32
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
CLA
1001
Carnegie Lake Advisors
New Jersey
$992K
HAG
1002
HF Advisory Group
Maryland
$990K
IRC
1003
Investors Research Corp
Georgia
$989K
HAIM
1004
Hunter Associates Investment Management
Pennsylvania
$989K
CRIG
1005
Charter Research & Investment Group
Connecticut
$988K
PC
1006
PCB Capital
New Jersey
$988K
AGP
1007
Autumn Glory Partners
Texas
$988K
KA
1008
Kovack Advisors
Florida
$987K
AMIM
1009
Aull & Monroe Investment Management
Alabama
$987K
SR
1010
Syntax Research
Florida
$984K
AWA
1011
Aaron Wealth Advisors
Illinois
$983K
LNWTC
1012
Laird Norton Wetherby Trust Company
Washington
$982K
MIM
1013
Miller Investment Management
Pennsylvania
$979K
BDPWM
1014
Barnes Dennig Private Wealth Management
Ohio
$976K
MA
1015
Montag & Associates
Georgia
$974K
FC
1016
Financial Consulate
Maryland
$973K
TBC
1017
Ted Buchan & Co
California
$969K
CWM
1018
Copia Wealth Management
Oregon
$969K
AOWM
1019
Asset One Wealth Management
Washington
$968K
TCPW
1020
Twin City Private Wealth
North Carolina
$963K
MFS
1021
Mattson Financial Services
Michigan
$956K
EFS
1022
Essex Financial Services
Connecticut
$955K
KFGK
1023
Keystone Financial Group (Kentucky)
Kentucky
$954K
ECM
1024
Evergreen Capital Management
Washington
$945K
MAM
1025
Martingale Asset Management
Massachusetts
$940K