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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
ACM
1376
Allred Capital Management
Texas
$429K
FFG
1377
Fortress Financial Group
Minnesota
$428K -$85.9K -826 -17%
SW
1378
SkyOak Wealth
Michigan
$427K -$58.4K -562 -12%
WFI
1379
West Family Investments
California
$427K +$413K +3,972 New
AAS
1380
Annex Advisory Services
Wisconsin
$426K -$19.9K -191 -5%
BWA
1381
BlueSky Wealth Advisors
North Carolina
$426K -$5.92K -57 -1%
Luther King Capital Management (LKCM)
1382
Luther King Capital Management (LKCM)
Texas
$426K -$183K -1,756 -31%
KCP
1383
Kera Capital Partners
California
$425K -$69.3K -667 -14%
PAM
1384
Panagora Asset Management
Massachusetts
$425K -$52.1K -501 -11%
CIA
1385
Caerus Investment Advisors
Texas
$423K -$30.5K -293 -7%
CF
1386
Clarity Financial
Texas
$423K -$12.5K -120 -3%
PCG
1387
PFC Capital Group
California
$421K -$77.3K -744 -16%
LSIA
1388
LaSalle St. Investment Advisors
Illinois
$421K +$1.98K +19 +0.5%
ACP
1389
Argyle Capital Partners
California
$420K +$106K +1,020 +35%
IP
1390
Indivisible Partners
Florida
$419K -$89.1K -857 -18%
FFG
1391
Frisch Financial Group
New York
$419K +$13.9K +134 +4%
WEG
1392
World Equity Group
Illinois
$416K +$23K +221 +6%
PFSC
1393
Peoples Financial Services Corp
Pennsylvania
$415K -$9.98K -96 -2%
PWA
1394
Pitcairn Wealth Advisors
Pennsylvania
$415K -$15.5K -149 -4%
CFP
1395
Catalyst Financial Partners
Massachusetts
$414K -$223K -2,141 -36%
EA
1396
Everpar Advisors
Oklahoma
$414K -$7.8K -75 -2%
KJWM
1397
Kiley Juergens Wealth Management
Washington
$412K -$21.7K -209 -5%
IPW
1398
Inlet Private Wealth
Florida
$412K -$15.6K -150 -4%
OIA
1399
Oakmont Investment Advisors
Pennsylvania
$411K +$165K +1,587 +71%
APFP
1400
Action Point Financial Planning
Michigan
$410K +$397K +3,820 New

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.