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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
FNT
1351
First Nebraska Trust
Nebraska
$456K +$28.6K +275 +7%
HCM
1352
Howland Capital Management
Massachusetts
$456K -$12.6K -121 -3%
LS
1353
Livforsakringsbolaget Skandia
Sweden
$455K -$72.8K -700 -14%
FAN
1354
Financial Advisors Network
California
$452K +$63.5K +611 +17%
PPC
1355
Park Place Capital
Alabama
$452K +$348K +3,351 +391%
CBTWT
1356
Community Bank & Trust (Waco, Texas)
Texas
$451K -$12.4K -119 -3%
LFA
1357
LifeGuide Financial Advisors
Pennsylvania
$449K -$25.8K -248 -6%
Bank Julius Baer & Co
1358
Bank Julius Baer & Co
Switzerland
$448K -$32.7M -314,457 -99%
FMWA
1359
Forvis Mazars Wealth Advisors
Missouri
$448K -$8.11K -78 -2%
JTWM
1360
Jackson Thornton Wealth Management
Alabama
$445K +$175K +1,679 +68%
RFN
1361
RDA Financial Network
Iowa
$444K +$936 +9 +0.2%
ISL
1362
Ingalls & Snyder LLC
New York
$444K +$18.1K +174 +4%
JWS
1363
Juncture Wealth Strategies
Arizona
$444K +$20.8K +200 +5%
CIAS
1364
CFS Investment Advisory Services
New Jersey
$443K +$5.09K +49 +1%
MCC
1365
Money Concepts Capital
Florida
$441K -$68.5K -659 -14%
BG
1366
Bollard Group
Massachusetts
$439K +$3.74K +36 +0.9%
AU
1367
AlphaGrep UK
$437K +$422K +4,062 New
FSAG
1368
Financial Solutions Advisory Group
Illinois
$436K -$223K -2,142 -35%
CA
1369
Calton & Associates
Florida
$433K +$28.9K +278 +7%
LA
1370
LVW Advisors
New York
$433K +$51.6K +496 +14%
SWMG
1371
Sard Wealth Management Group
Georgia
$433K
PA
1372
Prairie Advisory
Kansas
$433K +$419K +4,027 New
WT
1373
Washington Trust
Rhode Island
$431K +$16.1K +155 +4%
PAG
1374
Powers Advisory Group
Illinois
$430K -$122K -1,172 -23%
CNBOF
1375
City National Bank of Florida
Florida
$430K +$105K +1,014 +34%

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.