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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
TWA
1426
Tandem Wealth Advisors
Arizona
$395K +$29.6K +285 +8%
DAM
1427
Diamant Asset Management
Connecticut
$393K -$37.1M -356,411 -99%
IAS
1428
IMA Advisory Services
Colorado
$392K +$335K +3,219 +747%
CF
1429
Convergence Financial
Missouri
$391K +$18.8K +181 +5%
ERIC
1430
Eagle Rock Investment Company
Georgia
$391K +$75.4K +725 +25%
AFC
1431
Ares Financial Consulting
California
$388K +$2.7K +26 +0.7%
ESBC
1432
E.S. Barr & Co
Kentucky
$388K -$5.2K -50 -1%
WIA
1433
Westview Investment Advisors
Vermont
$387K +$20.8K +200 +6%
RMAM
1434
Raab & Moskowitz Asset Management
New Jersey
$387K -$79.8K -768 -18%
MWM
1435
Madrid Wealth Management
New Mexico
$386K
LSA
1436
Lansing Street Advisors
Pennsylvania
$386K +$5.09K +49 +1%
IB
1437
Intrust Bank
Kansas
$385K -$25.3K -243 -6%
KWM
1438
KRM Wealth Management
Nevada
$384K +$372K +3,576 New
FB
1439
Finward Bancorp
Indiana
$384K
WA
1440
Wealth Alliance
New York
$384K +$57.8K +556 +18%
FAM
1441
Formidable Asset Management
Ohio
$383K -$2.08K -20 -0.5%
NCM
1442
NCM Capital Management
New Jersey
$382K +$11.2K +108 +3%
TWP
1443
Tyche Wealth Partners
Texas
$380K -$2.81K -27 -0.8%
AWM
1444
Adams Wealth Management
Utah
$380K +$62K +596 +20%
SG
1445
StoneX Group
New York
$380K -$3.85K -37 -1%
HFRG
1446
Houlihan Financial Resource Group
Virginia
$378K -$156K -1,500 -30%
FLI
1447
Family Legacy Inc
South Carolina
$377K
FFA
1448
Founders Financial Alliance
North Carolina
$377K +$2.08K +20 +0.6%
CSB
1449
City State Bank
Iowa
$376K +$2.08K +20 +0.6%
MA
1450
MONECO Advisors
Connecticut
$375K +$37.2K +358 +11%

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.