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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
OPA
826
Old Port Advisors
Maine
$1.66M -$34.9K -336 -2%
CIA
827
Choate Investment Advisors
Massachusetts
$1.65M -$436K -4,197 -21%
HFS
828
Hantz Financial Services
Michigan
$1.65M -$728 -7 -0%
PCIA
829
Prime Capital Investment Advisors
Kansas
$1.64M -$50.4K -485 -3%
HT
830
Heritage Trust
Oklahoma
$1.63M +$75.1K +722 +5%
TCIIS
831
TIAA-CREF Individual & Institutional Services
New York
$1.63M +$646K +6,217 +70%
RFS
832
RM Financial Services
Maine
$1.62M +$208 +2 +0%
AAIM
833
American Assets Investment Management
California
$1.61M
MWM
834
Marion Wealth Management
Pennsylvania
$1.61M -$307K -2,949 -16%
BWM
835
Bluebird Wealth Management
Massachusetts
$1.61M -$66.6K -641 -4%
TWM
836
Tradition Wealth Management
Minnesota
$1.6M +$3.85K +37 +0.2%
SC
837
Sawyer & Company
Massachusetts
$1.6M
EPW
838
Evolve Private Wealth
California
$1.6M -$656K -6,309 -30%
PP
839
Postrock Partners
Oregon
$1.6M
SWM
840
Shrier Wealth Management
California
$1.6M +$15.7K +151 +1%
MYAM
841
Meiji Yasuda Asset Management
Japan
$1.6M +$22K +212 +1%
AAM
842
Auxier Asset Management
Oregon
$1.59M -$35.4K -341 -2%
CI
843
Cherokee Insurance
Michigan
$1.59M
ECM
844
Elgethun Capital Management
South Dakota
$1.58M +$606K +5,826 +66%
WFPG
845
Waller Financial Planning Group
Ohio
$1.58M +$101K +969 +7%
SYBT
846
Stock Yards Bank & Trust
Kentucky
$1.57M +$130K +1,247 +9%
KA
847
Kintegral Advisory
New York
$1.56M
VPW
848
Vericrest Private Wealth
Pennsylvania
$1.55M -$1.31M -12,591 -87%
TE
849
Tema ETFs
New York
$1.54M +$136K +1,305 +10%
GRWP
850
Green Ridge Wealth Planning
New Jersey
$1.54M -$416 -4 -0%

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.