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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
WI
651
WBI Investments
New Jersey
$2.74M +$119K +1,144 +5%
KWA
652
Kingswood Wealth Advisors
California
$2.73M -$70K -673 -3%
MAWA
653
Moss Adams Wealth Advisors
Washington
$2.73M +$6.34K +61 +0.2%
EF
654
Empirical Finance
Pennsylvania
$2.72M +$91.1K +876 +4%
LOAMS
655
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.71M -$10.4K -100 -0.4%
VWA
656
Visionary Wealth Advisors
Illinois
$2.69M -$38.4K -369 -1%
Balyasny Asset Management
657
Balyasny Asset Management
Illinois
$2.68M +$2.59M +24,952 New
AF
658
Alerus Financial
North Dakota
$2.68M +$606K +5,825 +31%
TMAM
659
Tokio Marine Asset Management
Japan
$2.65M +$54.6K +525 +2%
AFG
660
Atomi Financial Group
New York
$2.63M +$240K +2,309 +10%
MIF
661
Mediolanum International Funds
Ireland
$2.63M +$491K +4,721 +24%
FF
662
Fluent Financial
Texas
$2.62M -$3.13M -30,067 -55%
HAI
663
Hennessy Advisors Inc
California
$2.59M -$72.8K -700 -3%
III
664
Independent Investors Inc
New York
$2.58M
MC
665
Moors & Cabot
Massachusetts
$2.58M +$376K +3,621 +18%
VSQM
666
V-Square Quantitative Management
Illinois
$2.58M +$559K +5,374 +29%
NMIMC
667
Northwestern Mutual Investment Management Company
Wisconsin
$2.57M +$30.1K +290 +1%
FFA
668
First Foundation Advisors
California
$2.57M -$1.31M -12,588 -35%
FCM
669
Fairholme Capital Management
Florida
$2.56M +$2.47M +23,800 New
MWM
670
Meridian Wealth Management
Kentucky
$2.56M +$20.9K +201 +0.9%
CL
671
COWA LLC
Oklahoma
$2.54M +$199K +1,914 +9%
ECM
672
EagleClaw Capital Management
Massachusetts
$2.53M -$413K -3,970 -14%
B
673
Bailard
California
$2.52M +$5.41K +52 +0.2%
BE
674
Bonness Enterprises
District of Columbia
$2.51M +$20.8K +200 +0.9%
TAIM
675
Te Ahumairangi Investment Management
New Zealand
$2.51M -$20.8K -200 -0.8%

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.