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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
BCWM
1201
Bartlett & Co Wealth Management
Ohio
$609K
FMI
1202
Frec Markets Inc
California
$608K
FG
1203
Fiduciary Group
Georgia
$606K
AWM
1204
Arista Wealth Management
Nevada
$599K
HA
1205
Herold Advisors
New York
$599K
WC
1206
Whitney & Co
New York
$595K
AWM
1207
Accurate Wealth Management
Florida
$593K
TCM
1208
Tradewinds Capital Management
Washington
$590K
CFP
1209
Catalyst Financial Partners
Massachusetts
$589K
PCG
1210
Prosperity Consulting Group
Maryland
$588K
AA
1211
Armis Advisers
Georgia
$584K
FWM
1212
Forteris Wealth Management
New York
$580K
EW
1213
Evoke Wealth
California
$580K
SSWM
1214
Strait & Sound Wealth Management
California
$577K
ABLA
1215
Alan B. Lancz & Associates
Ohio
$576K
NSAM
1216
North Star Asset Management
Wisconsin
$575K
KAS
1217
KPP Advisory Services
Kentucky
$574K
HL
1218
HeadInvest LLC
Maine
$569K
AOWM
1219
Alpha Omega Wealth Management
Virginia
$565K
CWM
1220
Calamos Wealth Management
Illinois
$563K
LFA
1221
Legacy Financial Advisors
Kentucky
$563K
CFC
1222
Coyle Financial Counsel
Illinois
$563K
Luther King Capital Management (LKCM)
1223
Luther King Capital Management (LKCM)
Texas
$563K
ET
1224
Equitable Trust
Tennessee
$562K
RCMF
1225
RK Capital Management (Florida)
Florida
$561K