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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
SAM
701
Securian Asset Management
Minnesota
$2.34M -$16.1K -155 -0.8%
WS
702
Wedbush Securities
California
$2.33M -$271K -2,605 -11%
KFC
703
Klingenstein Fields & Co
New York
$2.33M -$204K -1,965 -8%
PA
704
Parallel Advisors
California
$2.31M +$25.1K +241 +1%
ETC
705
Exchange Traded Concepts
Oklahoma
$2.31M +$483K +4,643 +28%
CCM
706
Coldstream Capital Management
Washington
$2.3M -$302K -2,906 -12%
IAMOG
707
Investors Asset Management of Georgia
Georgia
$2.28M +$101K +969 +5%
AWC
708
Abundance Wealth Counselors
Pennsylvania
$2.27M +$960K +9,238 +78%
PA
709
Promethium Advisors
Maryland
$2.26M +$1.12M +10,820 +106%
NW
710
NewEdge Wealth
Pennsylvania
$2.25M +$146K +1,404 +7%
HAS
711
HBW Advisory Services
California
$2.24M +$19.9K +191 +0.9%
RA
712
RFG Advisory
Alabama
$2.23M +$490K +4,714 +29%
HCM
713
Howard Capital Management
Georgia
$2.21M +$1.86M +17,932 +679%
PAWC
714
P.A.W. Capital
Connecticut
$2.21M +$2.13M +20,530 New
CMP
715
Christine Messmer PC
Pennsylvania
$2.19M +$102K +979 +5%
SC
716
Searle & Co
Connecticut
$2.19M +$374K +3,600 +21%
PMG
717
ProVise Management Group
Florida
$2.19M +$36.1K +347 +2%
WTA
718
Washington Trust Advisors
Massachusetts
$2.18M -$99.7K -959 -5%
NEI
719
Northwest & Ethical Investments
Ontario, Canada
$2.17M -$2.13M -20,511 -50%
PBC
720
Pavion Blue Capital
California
$2.17M -$26.1K -251 -1%
DCM
721
Donaldson Capital Management
Indiana
$2.17M +$230K +2,214 +12%
MOS
722
MGO One Seven
Ohio
$2.17M +$155K +1,492 +8%
HCM
723
Horrell Capital Management
Arkansas
$2.17M -$227K -2,183 -10%
LWM
724
Liberty Wealth Management
California
$2.16M
SGI
725
Summit Global Investments
Utah
$2.16M -$70.6K -679 -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.