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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
OAM
351
OP Asset Management
$8.79M +$736K +7,084 +9%
Rafferty Asset Management
352
Rafferty Asset Management
New York
$8.67M +$2.9M +27,894 +53%
ACM
353
Alight Capital Management
New York
$8.6M +$5.98M +57,556 +256%
Vanguard Personalized Indexing Management
354
Vanguard Personalized Indexing Management
California
$8.58M +$526K +5,063 +7%
CC
355
Carlson Capital
Texas
$8.54M +$6.1M +58,726 +284%
AC
356
Addenda Capital
Quebec, Canada
$8.54M
LCM
357
Logan Capital Management
Pennsylvania
$8.51M +$8.23M +79,151 New
SFS
358
Sowell Financial Services
Arkansas
$8.49M +$140K +1,342 +2%
MGIA
359
Moneta Group Investment Advisors
Missouri
$8.43M -$8.11K -78 -0.1%
Fisher Asset Management
360
Fisher Asset Management
Washington
$8.29M +$955K +9,188 +14%
JT
361
Jupiter Topco
New York
$8.29M +$8.02M +77,177 New
DZ Bank
362
DZ Bank
Germany
$8.28M +$130K +1,247 +2%
MOACM
363
Mutual of America Capital Management
New York
$8.27M -$173K -1,660 -2%
GAM
364
Generali Asset Management
Italy
$8.17M +$1.01M +9,681 +15%
RFC
365
Regions Financial Corp
Alabama
$8M -$274K -2,636 -3%
Nomura Holdings
366
Nomura Holdings
Japan
$7.98M +$2.91M +27,945 +60%
Neuberger Berman Group
367
Neuberger Berman Group
New York
$7.96M +$2.06M +19,783 +36%
WIA
368
World Investment Advisors
California
$7.96M -$7.94M -76,387 -49%
Brown Advisory
369
Brown Advisory
Maryland
$7.95M -$442K -4,248 -5%
SIA
370
Soltis Investment Advisors
Utah
$7.91M +$392K +3,770 +5%
LOPW
371
Live Oak Private Wealth
North Carolina
$7.87M -$32.7K -315 -0.4%
YIH
372
Y-Intercept (HK)
Hong Kong
$7.76M -$3.19M -30,695 -30%
IIC
373
Ironwood Investment Counsel
Arizona
$7.68M +$558K +5,371 +8%
UAG
374
United Advisor Group
Ohio
$7.68M -$53K -510 -0.7%
IAA
375
Independent Advisor Alliance
North Carolina
$7.65M +$453K +4,360 +7%

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.