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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
SPC
551
Sigma Planning Corp
Michigan
$3.65M -$284K -2,731 -7%
PP
552
PDS Planning
Ohio
$3.65M -$12.4K -119 -0.3%
CAG
553
Csenge Advisory Group
Florida
$3.65M +$226K +2,176 +7%
CGH
554
CMG Global Holdings
Texas
$3.64M +$176K +1,696 +5%
OFG
555
OmniStar Financial Group
North Carolina
$3.62M +$265K +2,552 +8%
IPAM
556
ICICI Prudential Asset Management
India
$3.6M -$5.7M -54,788 -62%
VIM
557
Vinva Investment Management
Australia
$3.6M +$555K +5,338 +19%
TYCC
558
Texas Yale Capital Corp
Florida
$3.58M
MCB
559
Morton Community Bank
Illinois
$3.58M +$150K +1,443 +5%
PFA
560
Perryman Financial Advisory
Texas
$3.57M +$235K +2,258 +7%
WC
561
Woodstock Corp
Massachusetts
$3.57M -$28.6K -275 -0.8%
CIA
562
Cohen Investment Advisors
New Hampshire
$3.49M +$54.3K +522 +2%
CS
563
Capital Square
Tennessee
$3.47M -$349K -3,362 -10%
BAAM
564
Baker Avenue Asset Management
California
$3.46M +$48.2K +464 +1%
FA
565
Fiduciary Alliance
South Carolina
$3.45M +$1.25M +12,011 +60%
ISB
566
Iowa State Bank
Iowa
$3.45M
MCM
567
Monarch Capital Management
Indiana
$3.44M +$60.1K +578 +2%
EIA
568
Emerald Investment Advisers
Pennsylvania
$3.43M -$52.4K -504 -2%
KIC
569
Keating Investment Counselors
Florida
$3.42M -$41.6K -400 -1%
MWM
570
MFG Wealth Management
Indiana
$3.39M +$12.3K +118 +0.4%
CB
571
Community Bank
New York
$3.39M -$53.4K -514 -2%
EFS
572
Econ Financial Services
Pennsylvania
$3.39M +$78.8K +758 +2%
KIM
573
Kestra Investment Management
Texas
$3.38M +$546K +5,255 +20%
RAM
574
Redmond Asset Management
Virginia
$3.37M -$48.2K -464 -1%
FFM
575
Fisher Funds Management
New Zealand
$3.36M

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.