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United Parcel Service

2,128 hedge funds and large institutions have $57.1B invested in United Parcel Service in 2026 Q2 according to their latest regulatory filings, with 197 funds opening new positions, 890 increasing their positions, 808 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 197 | Existing positions closed: 135

15% more capital invested

Capital invested by funds: $49.7B → $57.1B (+$7.42B)

10% more repeat investments, than reductions

Existing positions increased: 890 | Existing positions reduced: 808

3.72% more ownership

Funds ownership: 67.49%71.21% (+3.7%)

3% more funds holding in top 10

Funds holding in top 10: 3334 (+1)

2% more call options, than puts

Call options by funds: $1.76B | Put options by funds: $1.72B

1% more funds holding

Funds holding: 2,1092,128 (+19)

Holders
2,128
Holders Change
+19
Holders Change %
+0.9%
% of All Funds
25.72%
Holding in Top 10
34
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.03%
% of All Funds
0.41%
New
197
Increased
890
Reduced
808
Closed
135
Calls
$1.76B
Puts
$1.72B
Net Calls
+$42.7M
Net Calls Change
-$179M
Name Holding Trade Value Shares
Change
Change in
Stake
WIC
301
Willis Investment Counsel
Georgia
$11.7M +$2.09M +20,121 +23%
NP
302
NorthRock Partners
Minnesota
$11.7M +$437K +4,202 +4%
P
303
&Partners
Tennessee
$11.5M +$587K +5,643 +6%
IAIM
304
International Assets Investment Management
Florida
$11.4M +$402K +3,865 +4%
MT
305
Midwest Trust
Kansas
$11.4M -$145K -1,399 -1%
SCM
306
Sterling Capital Management
North Carolina
$11.3M +$10.7M +103,081 +6,125%
LG
307
Leuthold Group
Minnesota
$11.2M -$490K -4,711 -4%
SAM
308
Silvercrest Asset Management
New York
$11.1M -$107K -1,026 -1%
Pathstone Holdings
309
Pathstone Holdings
New Jersey
$11.1M +$853K +8,202 +9%
Wealthfront Advisers
310
Wealthfront Advisers
California
$11.1M -$588K -5,657 -5%
AssetMark Inc
311
AssetMark Inc
California
$11M +$1.2M +11,516 +13%
IMPI
312
Ilmarinen Mutual Pension Insurance
Finland
$11M -$2.18M -21,000 -17%
PGFC
313
Peapack-Gladstone Financial Corp
New Jersey
$10.8M -$312K -2,999 -3%
AF
314
Avanza Fonder
Sweden
$10.8M +$748K +7,194 +8%
SC
315
Savant Capital
Illinois
$10.7M +$6.43M +61,857 +151%
PAG
316
Private Advisor Group
New Jersey
$10.7M -$3.84M -36,983 -27%
NAM
317
Nissay Asset Management
Japan
$10.7M +$484K +4,653 +5%
AWM
318
AE Wealth Management
Kansas
$10.6M +$3.19M +30,711 +45%
GHAM
319
Gilman Hill Asset Management
Connecticut
$10.4M +$300K +2,882 +3%
Kovitz Investment Group Partners
320
Kovitz Investment Group Partners
Illinois
$10.3M +$245K +2,354 +3%
P
321
PensionDanmark
Denmark
$10.3M +$2.2M +21,126 +28%
SCA
322
Sage Capital Advisors
South Dakota
$10.3M +$123K +1,183 +1%
CS
323
Candriam SCA
Luxembourg
$10.3M +$485K +4,670 +5%
SLWA
324
San Luis Wealth Advisors
California
$10.3M +$3.24M +31,156 +48%
SI
325
Stephens Inc
Arkansas
$10.3M +$1.15M +11,073 +13%

UPS Hedge Fund Activity: Q2 2026 in Review

2,128 of the 8,274 institutional investors tracked by Wall St. Rank reported a position in United Parcel Service (UPS) for Q2 2026, worth a combined $57.1B — up 15% from $49.7B a quarter earlier.

Buyers outnumbered sellers: 197 funds opened new UPS positions and 135 closed out — a net gain of 62 holders — while 890 added to existing stakes and 808 trimmed.

The largest buyer was Capital World Investors, adding an estimated $525M. The largest seller was Pacer Advisors, cutting an estimated $359M.

  • 2,128 institutional investors held United Parcel Service (UPS) as of Q2 2026, up from 2,109 in Q1 2026.
  • Funds reported $57.1B of United Parcel Service stock for Q2 2026, up 15% quarter-over-quarter.
  • 197 funds opened new United Parcel Service positions in Q2 2026 and 135 closed out, a net change of +62 holders.
  • The largest United Parcel Service buyer in Q2 2026 was Capital World Investors, an estimated $525M added.
  • The largest United Parcel Service seller in Q2 2026 was Pacer Advisors, an estimated $359M sold.

Based on aggregated 13F filings for Q2 2026.