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United Parcel Service

2,095 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, 931 increasing their positions, 752 reducing their positions, and 156 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,095
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
CCA
2026
Cygnus Capital Advisors
Georgia
$5.79K
CFM
2027
Cornerstone Financial Management
Massachusetts
$5.71K
VWA
2028
Valued Wealth Advisors
Utah
$5.57K
BWAM
2029
Boyd Watterson Asset Management
Ohio
$5.02K
CWA
2030
Carolina Wealth Advisors
South Carolina
$4.92K
CB
2031
Centennial Bank
Arkansas
$4.92K
CFS
2032
CGC Financial Services
Oregon
$4.92K
CFP
2033
Comprehensive Financial Planning
Pennsylvania
$4.92K
WA
2034
Walsh & Associates
Florida
$4.92K
KFA
2035
Kelleher Financial Advisors
New York
$4.84K
PIS
2036
POM Investment Strategies
North Carolina
$4.72K
FMP
2037
Financial Management Professionals
Texas
$4.53K
VWM
2038
Vermillion Wealth Management
Minnesota
$4.53K
TWM
2039
Tripletail Wealth Management
Florida
$4.42K
SHIM
2040
Stone House Investment Management
Pennsylvania
$4.08K
Q1WB
2041
Quest 10 Wealth Builders
Virginia
$3.98K
ECM
2042
Estabrook Capital Management
New York
$3.94K
SWIM
2043
Smallwood Wealth Investment Management
New Jersey
$3.84K
BFS
2044
Bare Financial Services
Pennsylvania
$3.64K
FRA
2045
Front Row Advisors
California
$3.44K
NOI
2046
Newton One Investments
Delaware
$3.35K
AAG
2047
Accordant Advisory Group
Maryland
$3.25K
ACA
2048
Atlas Capital Advisors
Wyoming
$3.05K
FCG
2049
Financial Connections Group
California
$3K
AP
2050
Aspect Partners
Virginia
$2.95K