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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
EP
1326
Essential Partners
California
$475K -$30.4K -292 -6%
BFM
1327
Boothbay Fund Management
New York
$474K -$253K -2,435 -36%
SFS
1328
Solitude Financial Services
Virginia
$473K
CC
1329
Chicago Capital
Illinois
$473K -$71.6K -689 -14%
AA
1330
Acorns Advisers
California
$472K +$20.5K +197 +5%
SMA
1331
Sage Mountain Advisors
Georgia
$472K -$311K -2,992 -41%
NF
1332
Nvest Financial
New Hampshire
$471K -$28K -269 -6%
BSB
1333
Bangor Savings Bank
Maine
$470K -$8.11K -78 -2%
AC
1334
Avestar Capital
New York
$469K +$6.24K +60 +1%
PCM
1335
Penserra Capital Management
California
$469K +$16.2K +156 +4%
DI
1336
Diligent Investors
California
$469K -$2.81K -27 -0.6%
PMSA
1337
Patrick M. Sweeney & Associates
Illinois
$466K +$104 +1 +0%
LFS
1338
Lighthouse Financial Services
California
$464K +$6.13K +59 +1%
BTI
1339
Blue Trust Inc
Georgia
$464K -$135K -1,303 -23%
OWA
1340
One Wealth Advisors
California
$463K -$1.04K -10 -0.2%
MGWM
1341
Marks Group Wealth Management
Minnesota
$462K -$1.87K -18 -0.4%
CWM
1342
CCG Wealth Management
California
$461K +$9.04K +87 +2%
DT
1343
Diversified Trust
Tennessee
$460K +$4.57K +44 +1%
JWA
1344
JFS Wealth Advisors
Pennsylvania
$460K +$4.99K +48 +1%
JWM
1345
Jeppson Wealth Management
California
$459K +$119K +1,147 +37%
GFA
1346
Gallagher Fiduciary Advisors
Illinois
$459K +$24.1K +232 +6%
EAN
1347
Excelsior Advisor Network
Colorado
$458K +$61.3K +590 +16%
CFMC
1348
Curbstone Financial Management Corp
New Hampshire
$458K -$235K -2,256 -35%
ACIM
1349
Azimuth Capital Investment Management
Michigan
$457K
OFC
1350
Oakland Financial Corp
$457K

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.