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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
BHWM
2001
Bay Harbor Wealth Management
Maryland
$7.38K
1IA
2002
1620 Investment Advisors
Massachusetts
$7.24K
SG
2003
Sankala Group
Colorado
$7.18K
EAM
2004
Eukles Asset Management
Ohio
$7.18K
WA
2005
Westfuller Advisors
New York
$7.14K
EA
2006
Evolution Advisers
Virginia
$7K
EI
2007
EFG International
$6.89K
GC
2008
Gould Capital
Washington
$6.89K
CA
2009
Crewe Advisors
Utah
$6.59K
HNW
2010
High Note Wealth
Minnesota
$6.59K
NRG
2011
Nemes Rush Group
Michigan
$6.45K
FMB
2012
Field & Main Bank
Kentucky
$6.39K
TIM
2013
Thompson Investment Management
Wisconsin
$6.3K
WSA
2014
Wealth Science Advisors
Georgia
$6.25K
GFA
2015
Godfrey Financial Associates
New York
$6.1K
DWM
2016
Dogwood Wealth Management
Kansas
$6K
MFC
2017
Mechanics Financial Corp
Ohio
$5.9K
WIM
2018
Westside Investment Management
California
$5.9K
SRCM
2019
Signature Resources Capital Management
California
$5.9K
MCA
2020
McGuire Capital Advisors
Oklahoma
$5.9K
WPA
2021
Wealth Preservation Advisors
Tennessee
$5.8K
CCA
2022
Cygnus Capital Advisors
Georgia
$5.79K
CFM
2023
Cornerstone Financial Management
Massachusetts
$5.71K
VWA
2024
Valued Wealth Advisors
Utah
$5.57K
BWAM
2025
Boyd Watterson Asset Management
Ohio
$5.02K