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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
SFG
1076
Shum Financial Group
California
$814K
RIA
1077
Regal Investment Advisors
Michigan
$812K
FWIA
1078
Fort Washington Investment Advisors
Ohio
$806K
LFG
1079
Larson Financial Group
Missouri
$803K
DWM
1080
Dakota Wealth Management
Florida
$802K
ACL
1081
Applied Capital LLC
Florida
$799K
NB
1082
Nicolet Bankshares
Wisconsin
$797K
DAS
1083
Diversify Advisory Services
Utah
$789K
RC
1084
Roundview Capital
New Jersey
$789K
NWAG
1085
Net Worth Advisory Group
Utah
$789K
MCM
1086
Mengis Capital Management
Oregon
$788K
WI
1087
Westbourne Investments
Virginia
$787K
LCWP
1088
Legacy Capital Wealth Partners
Arkansas
$786K
SCM
1089
Stevens Capital Management
Pennsylvania
$786K
JSW
1090
Journey Strategic Wealth
New Jersey
$785K
FA
1091
Fortis Advisors
Pennsylvania
$783K
AWM
1092
Aberdeen Wealth Management
Illinois
$780K
TA
1093
TCM Advisors
West Virginia
$779K
CNTOF
1094
Canandaigua National Trust of Florida
New York
$778K
EI
1095
Ethic Inc
New York
$777K
PCA
1096
Purkiss Capital Advisors
Connecticut
$776K
KFS
1097
Keynote Financial Services
Connecticut
$774K
CA
1098
Carson Advisory
Georgia
$772K
AWG
1099
Altus Wealth Group
Colorado
$771K
SAM
1100
Smartleaf Asset Management
Massachusetts
$771K