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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
CK
626
Cohen Klingenstein
New York
$2.87M
TCM
627
Twin Capital Management
Pennsylvania
$2.87M -$19.3K -186 -0.7%
OIM
628
Opus Investment Management
Massachusetts
$2.86M
AWE
629
Avidian Wealth Enterprises
Texas
$2.83M +$269K +2,592 +11%
DWP
630
Daymark Wealth Partners
Ohio
$2.83M +$1.09M +10,483 +66%
AG
631
Ascent Group
Virginia
$2.82M +$90.4K +870 +3%
M
632
MOTCO
Texas
$2.82M -$166K -1,601 -6%
JCM
633
Jacobi Capital Management
Pennsylvania
$2.81M +$9.67K +93 +0.4%
AIMA
634
Ables Iannone Moore & Associates
Georgia
$2.81M -$98.3K -946 -3%
CWS
635
Cypress Wealth Services
California
$2.81M -$17.7K -170 -0.6%
CCMINC
636
Cardinal Capital Management Inc (North Carolina)
North Carolina
$2.8M +$18.7K +180 +0.7%
WFMPM
637
Woodley Farra Manion Portfolio Management
Indiana
$2.8M +$76.1K +732 +3%
BLAM
638
Bourne Lent Asset Management
New York
$2.8M +$26K +250 +1%
RMC
639
Resources Management Corp
Connecticut
$2.79M -$24.2K -233 -0.9%
ML
640
McAdam LLC
Pennsylvania
$2.79M +$801K +7,703 +42%
VFA
641
Valeo Financial Advisors
Indiana
$2.78M +$126K +1,208 +5%
EH
642
Equitable Holdings
New York
$2.78M -$515K -4,951 -16%
PVI
643
Pine Valley Investments
New Jersey
$2.78M -$23.1K -222 -0.9%
CCIA
644
Cherry Creek Investment Advisors
Colorado
$2.78M +$46.7K +449 +2%
ACM
645
Advisors Capital Management
New Jersey
$2.77M +$104K +1,000 +4%
BF
646
BOK Financial
Oklahoma
$2.76M +$1.27M +12,185 +90%
DWM
647
Destination Wealth Management
California
$2.76M -$279K -2,685 -9%
VDBMI
648
Van Den Berg Management I
Texas
$2.75M +$37.5K +361 +1%
CBA
649
Coastal Bridge Advisors
Connecticut
$2.75M +$2.66M +25,540 New
NI
650
Natural Investments
California
$2.74M -$89.3K -859 -3%

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.