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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
JSAM
1951
J. Safra Asset Management
New York
$14.2K
SFS
1952
Sunrise Financial Services
Washington
$13.5K
CFSG
1953
Community Financial Services Group
Vermont
$13.4K
GWP
1954
Gen-Wealth Partners
Michigan
$13.4K
PWMG
1955
Prestige Wealth Management Group
New Jersey
$13.3K
W
1956
WealthCollab
Washington
$13.2K
AT
1957
Avalon Trust
New Mexico
$13.1K
DFC
1958
DB Fitzpatrick & Co
Idaho
$12.7K
KG
1959
Kilter Group
New York
$12.1K
HWM
1960
HighMark Wealth Management
Minnesota
$11.9K
MGI
1961
Miller Global Investments
Texas
$11.4K
SWP
1962
SIMA Wealth Partners
Virginia
$11K
KB
1963
Kimelman & Baird
New York
$10K
SFG
1964
Strive Financial Group
Indiana
$10K
MO
1965
McMillan Office
Michigan
$9.84K
AEPWM
1966
Atlantic Edge Private Wealth Management
Florida
$9.84K
NWS
1967
Nvest Wealth Strategies
Ohio
$9.84K
PL
1968
Protective Life
Alabama
$9.84K
SIM
1969
Synergy Investment Management
Florida
$9.84K
MWM
1970
Magnolia Wealth Management
Alabama
$9.84K
BFS
1971
Burkett Financial Services
South Carolina
$9.73K
Kayne Anderson Rudnick Investment Management
1972
Kayne Anderson Rudnick Investment Management
California
$9.25K
MHR
1973
Matthew Hamilton Rosenberg
$8.85K
PWMG
1974
Private Wealth Management Group
New Jersey
$8.36K
IWS
1975
Intentional Wealth Strategies
Colorado
$8.26K