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United Parcel Service

2,109 hedge funds and large institutions have $49.7B invested in United Parcel Service in 2026 Q1 according to their latest regulatory filings, with 184 funds opening new positions, 934 increasing their positions, 755 reducing their positions, and 157 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 934 | Existing positions reduced: 755

17% more first-time investments, than exits

New positions opened: 184 | Existing positions closed: 157

13% more call options, than puts

Call options by funds: $1.88B | Put options by funds: $1.66B

0% less funds holding

Funds holding: 2,1182,109 (-9)

1% less capital invested

Capital invested by funds: $50.2B → $49.7B (-$451M)

0.91% less ownership

Funds ownership: 68.41%67.49% (-0.91%)

3% less funds holding in top 10

Funds holding in top 10: 3433 (-1)

Holders
2,109
Holders Change
-9
Holders Change %
-0.42%
% of All Funds
25.81%
Holding in Top 10
33
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.94%
% of All Funds
0.4%
New
184
Increased
934
Reduced
755
Closed
157
Calls
$1.88B
Puts
$1.66B
Net Calls
+$222M
Net Calls Change
-$177M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
251
Stockman Wealth Management
Montana
$13.5M +$1.28M +11,896 +9%
PAG
252
Private Advisor Group
New Jersey
$13.4M -$244K -2,276 -2%
GI
253
Gradient Investments
Minnesota
$13.4M -$666K -6,210 -4%
OWP
254
Obermeyer Wealth Partners
Colorado
$13.2M -$2.1M -19,621 -13%
GCM
255
Graham Capital Management
Connecticut
$13.2M -$17.9M -167,000 -55%
AB
256
Amalgamated Bank
New York
$13.2M -$785K -7,316 -5%
II
257
IFM Investors
Australia
$13.2M +$664K +6,193 +5%
SPIA
258
Steward Partners Investment Advisory
New York
$13.1M +$2.95M +27,496 +26%
Teacher Retirement System of Texas
259
Teacher Retirement System of Texas
Texas
$12.9M -$87K -811 -0.6%
CAPTRUST Financial Advisors
260
CAPTRUST Financial Advisors
North Carolina
$12.9M +$3.64M +33,904 +35%
X
261
Xponance
Pennsylvania
$12.8M -$638K -5,947 -4%
IP
262
Isthmus Partners
Wisconsin
$12.7M +$678K +6,323 +5%
CIA
263
Capital Investment Advisors
Georgia
$12.6M -$249K -2,319 -2%
Daiwa Securities Group
264
Daiwa Securities Group
Japan
$12.4M +$746K +6,955 +6%
HTC
265
Haverford Trust Company
Pennsylvania
$12.3M -$7.96M -74,207 -37%
TI
266
Tidal Investments
Wisconsin
$12.3M +$1.69M +15,800 +15%
LDB
267
Lee, Danner & Bass
Tennessee
$12.1M +$8.37K +78 +0.1%
IMPI
268
Ilmarinen Mutual Pension Insurance
Finland
$12.1M
William Blair & Company
269
William Blair & Company
Illinois
$12.1M +$4.65M +43,385 +55%
SCA
270
Stonebridge Capital Advisors
Minnesota
$12M +$4.89M +45,556 +60%
CIA
271
Concurrent Investment Advisors
Florida
$12M +$1.39M +12,921 +12%
Calamos Advisors
272
Calamos Advisors
Illinois
$11.9M +$614K +5,725 +5%
M&T Bank
273
M&T Bank
New York
$11.9M -$805K -7,506 -6%
VMPIC
274
Varma Mutual Pension Insurance Co
Finland
$11.8M +$1.18M +11,000 +10%
URS
275
Utah Retirement Systems
Utah
$11.7M -$199K -1,859 -2%

UPS Hedge Fund Activity: Q1 2026 in Review

2,109 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in United Parcel Service (UPS) for Q1 2026, worth a combined $49.7B — down 0.9% from $50.2B a quarter earlier.

Buyers outnumbered sellers: 184 funds opened new UPS positions and 157 closed out — a net gain of 27 holders — while 934 added to existing stakes and 755 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $490M. The largest seller was Charles Schwab, cutting an estimated $539M.

  • 2,109 institutional investors held United Parcel Service (UPS) as of Q1 2026, down from 2,118 in Q4 2025.
  • Funds reported $49.7B of United Parcel Service stock for Q1 2026, down 0.9% quarter-over-quarter.
  • 184 funds opened new United Parcel Service positions in Q1 2026 and 157 closed out, a net change of +27 holders.
  • The largest United Parcel Service buyer in Q1 2026 was Fidelity Investments, an estimated $490M added.
  • The largest United Parcel Service seller in Q1 2026 was Charles Schwab, an estimated $539M sold.

Based on aggregated 13F filings for Q1 2026.