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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
BHWM
776
Bar Harbor Wealth Management
New Hampshire
$1.87M -$277K -2,664 -13%
GIA
777
GHP Investment Advisors
Colorado
$1.87M +$158K +1,518 +10%
SWM
778
Sculati Wealth Management
Michigan
$1.86M +$16.1K +155 +1%
RWPA
779
Richard W. Paul & Associates
Michigan
$1.86M +$188K +1,813 +12%
RIL
780
Rothschild Investment LLC
Illinois
$1.86M +$511K +4,919 +40%
CYG
781
Clean Yield Group
Vermont
$1.85M +$387K +3,723 +28%
BIA
782
Beacon Investment Advisors
Maryland
$1.85M -$16.3K -157 -0.9%
SFCL
783
Strengthening Families & Communities LLC
Massachusetts
$1.84M +$58.4K +562 +3%
AWA
784
ARQ Wealth Advisors
Arizona
$1.84M -$338K -3,256 -17%
CWM
785
Cornerstone Wealth Management
Missouri
$1.84M +$15.6K +150 +0.9%
BW
786
BIP Wealth
Georgia
$1.83M +$15.4K +148 +0.9%
HIA
787
Harvest Investment Advisors
Florida
$1.83M +$5.2K +50 +0.3%
ICM
788
Intrepid Capital Management
Florida
$1.82M +$1.76M +16,936 New
NSIM
789
North Star Investment Management
Illinois
$1.82M +$39.4K +379 +2%
UB
790
UMB Bank
Missouri
$1.81M -$125K -1,203 -7%
KIA
791
KCM Investment Advisors
California
$1.81M -$34.6K -333 -2%
DFA
792
DHJJ Financial Advisors
Illinois
$1.8M -$104 -1 -0%
RI
793
Ridgewood Investments
New Jersey
$1.8M +$96.6K +929 +6%
CFWMA
794
Center for Wealth Management Advisory
Ohio
$1.79M +$79.4K +764 +5%
TBC
795
Tweedy, Browne Co
Connecticut
$1.79M +$116K +1,115 +7%
GI
796
GAMMA Investing
California
$1.79M +$387K +3,722 +29%
HWA
797
Heartwood Wealth Advisors
Virginia
$1.78M +$163K +1,568 +10%
AWM
798
Axxcess Wealth Management
California
$1.78M +$821K +7,893 +92%
UIC
799
Uniplan Investment Counsel
Wisconsin
$1.78M +$825K +7,932 +92%
IFG
800
Independent Financial Group
California
$1.77M -$24.4K -235 -1%

UPS Hedge Fund Activity: Q2 2026 in Review

2,128 of the 8,275 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.