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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
HAM
801
Hedges Asset Management
Nevada
$1.77M +$1.72M +16,500 New
IBOK
802
Independence Bank of Kentucky
Kentucky
$1.77M -$96K -923 -5%
SWP
803
Sagespring Wealth Partners
Tennessee
$1.77M +$53.7K +517 +3%
AA
804
Argent Advisors
Louisiana
$1.76M +$71.8K +691 +4%
RWM
805
Ritholtz Wealth Management
New York
$1.76M -$589K -5,666 -26%
LWM
806
LongView Wealth Management
Georgia
$1.76M -$33.8K -325 -2%
MMM
807
Mendel Money Management
Illinois
$1.75M +$168K +1,613 +11%
QIM
808
Quantitative Investment Management
Virginia
$1.74M -$620K -5,966 -27%
GWM
809
Geneos Wealth Management
Colorado
$1.73M +$52.1K +501 +3%
LP
810
LMR Partners
United Kingdom
$1.73M +$1.68M +16,135 New
TRCT
811
Tower Research Capital (TRC)
New York
$1.72M +$1.14M +10,942 +218%
FHC
812
First Horizon Corporation
Tennessee
$1.72M +$79.8K +768 +5%
CFG
813
Capital Financial Group
Colorado
$1.71M +$213K +2,053 +15%
NB
814
NBT Bank
New York
$1.71M -$34.8K -335 -2%
VNIM
815
Vaughan Nelson Investment Management
Texas
$1.71M +$224K +2,150 +16%
TCM
816
Telos Capital Management
California
$1.71M -$46.8K -450 -3%
SGCA
817
Steel Grove Capital Advisors
Tennessee
$1.7M +$41K +394 +3%
MWM
818
Maltin Wealth Management
New Jersey
$1.69M +$312 +3 +0%
WAM
819
Weiss Asset Management
Massachusetts
$1.69M +$1.64M +15,736 New
NA
820
NWM Advisors
California
$1.69M
OIM
821
Orca Investment Management
Oregon
$1.69M -$17.4K -167 -1%
DT
822
DV Trading
Illinois
$1.69M +$556K +5,348 +52%
GIC
823
Generali Investments CEE
Czech Republic
$1.68M -$2.29M -22,014 -58%
ZIG
824
Zullo Investment Group
Pennsylvania
$1.67M -$12.4K -119 -0.8%
PA
825
Procyon Advisors
Connecticut
$1.66M -$15.9K -153 -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.