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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
SRCM
2001
Signature Resources Capital Management
California
$5.9K
MCA
2002
McGuire Capital Advisors
Oklahoma
$5.9K
WPA
2003
Wealth Preservation Advisors
Tennessee
$5.8K
CCA
2004
Cygnus Capital Advisors
Georgia
$5.79K
CFM
2005
Cornerstone Financial Management
Massachusetts
$5.71K
VWA
2006
Valued Wealth Advisors
Utah
$5.57K
BWAM
2007
Boyd Watterson Asset Management
Ohio
$5.02K
CFS
2008
CGC Financial Services
Oregon
$4.92K
CWA
2009
Carolina Wealth Advisors
South Carolina
$4.92K
CB
2010
Centennial Bank
Arkansas
$4.92K
CFP
2011
Comprehensive Financial Planning
Pennsylvania
$4.92K
WA
2012
Walsh & Associates
Florida
$4.92K
KFA
2013
Kelleher Financial Advisors
New York
$4.84K
PIS
2014
POM Investment Strategies
North Carolina
$4.72K
FMP
2015
Financial Management Professionals
Texas
$4.53K
VWM
2016
Vermillion Wealth Management
Minnesota
$4.53K
TWM
2017
Tripletail Wealth Management
Florida
$4.42K
SHIM
2018
Stone House Investment Management
Pennsylvania
$4.08K
Q1WB
2019
Quest 10 Wealth Builders
Virginia
$3.98K
ECM
2020
Estabrook Capital Management
New York
$3.94K
SWIM
2021
Smallwood Wealth Investment Management
New Jersey
$3.84K
BFS
2022
Bare Financial Services
Pennsylvania
$3.64K
FRA
2023
Front Row Advisors
California
$3.44K
NOI
2024
Newton One Investments
Delaware
$3.35K
AAG
2025
Accordant Advisory Group
Maryland
$3.25K