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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
PL
876
Perpetual Ltd
Australia
$1.45M -$475K -4,568 -25%
LA
877
LBP AM
France
$1.45M
AFP
878
Ausdal Financial Partners
Iowa
$1.45M -$306K -2,947 -18%
IAS
879
Integrity Advisory Solutions
Texas
$1.45M +$34.5K +332 +3%
FHA
880
Flagship Harbor Advisors
Massachusetts
$1.45M +$19.4K +187 +1%
IWA
881
Icon Wealth Advisors
Texas
$1.44M +$140K +1,347 +11%
OTL
882
Oak Thistle LLC
New York
$1.43M -$1.35M -13,000 -49%
ATC
883
Argent Trust Co
Tennessee
$1.43M -$93.9K -903 -6%
IP
884
Intellectus Partners
California
$1.43M -$26.6K -256 -2%
AA
885
Advisory Alpha
Michigan
$1.42M +$79.5K +765 +6%
TPA
886
Trivium Point Advisory
Connecticut
$1.42M +$32.5K +313 +2%
OKSA
887
O'Keefe Stevens Advisory
New York
$1.41M +$54.6K +525 +4%
CPIG
888
Chicago Partners Investment Group
Illinois
$1.41M +$11.2K +108 +0.9%
NG
889
Norden Group
Utah
$1.41M +$40.3K +388 +3%
BHC
890
Bull Harbor Capital
Maryland
$1.4M -$92.5K -890 -6%
VWM
891
Venturi Wealth Management
Texas
$1.4M -$88.8K -854 -6%
GTWM
892
Global Trust Wealth Management
Florida
$1.38M +$661K +6,362 +98%
BP
893
Ballentine Partners
Massachusetts
$1.38M +$37.7K +363 +3%
DMBA
894
Deseret Mutual Benefit Administrators
Utah
$1.37M +$101K +967 +8%
MWM
895
Modern Wealth Management
Kansas
$1.36M +$320K +3,079 +32%
RCM
896
Radnor Capital Management
Pennsylvania
$1.36M -$43.3K -417 -3%
WPA
897
Winning Points Advisors
Florida
$1.36M -$5.82K -56 -0.4%
AF
898
Aviso Financial
Ontario, Canada
$1.36M -$1.2M -11,579 -48%
EWM
899
Evercore Wealth Management
New York
$1.36M +$26.5K +255 +2%
GIPW
900
Granite Islands Private Wealth
Connecticut
$1.35M +$119K +1,145 +10%

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.