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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
BWP
1476
Barlow Wealth Partners
Kentucky
$357K +$62.4K +600 +23%
CWA
1477
CogentBlue Wealth Advisors
Tennessee
$357K +$54.9K +528 +19%
MNBTD
1478
Moody National Bank Trust Division
Texas
$357K +$7.38K +71 +2%
CAMG
1479
CWA Asset Management Group
Florida
$356K -$87.8K -845 -20%
FPWM
1480
FSB Premier Wealth Management
Iowa
$356K -$9.98K -96 -3%
RIA
1481
Realta Investment Advisors
Delaware
$355K -$14.6K -140 -4%
V
1482
VeraBank
Texas
$355K -$77.3K -744 -18%
TWM
1483
Thrive Wealth Management
Pennsylvania
$355K +$19.4K +187 +6%
WCG
1484
Weaver Consulting Group
California
$353K +$34.1K +328 +11%
SSG
1485
Summit Securities Group
New York
$352K -$1.17M -11,249 -77%
MWA
1486
Meridian Wealth Advisors
Texas
$352K +$10.9K +105 +3%
AWM
1487
Avior Wealth Management
Nebraska
$351K -$31.1K -299 -8%
LA
1488
LexAurum Advisors
Kansas
$351K -$16.2K -156 -5%
GS
1489
GTS Securities
Florida
$350K +$2.6K +25 +0.8%
SCA
1490
Stokes Capital Advisors
South Carolina
$349K +$112K +1,075 +49%
SAS
1491
Spurstone Advisory Services
Connecticut
$349K -$53K -510 -14%
Financial Engines Advisors
1492
Financial Engines Advisors
California
$348K +$2.7K +26 +0.8%
WA1
1493
Wimmer Associates 1
California
$348K
BFA
1494
Beacon Financial Advisory
Ohio
$346K -$154K -1,481 -32%
EC
1495
EntryPoint Capital
New York
$346K +$334K +3,215 New
WCM
1496
WealthTrak Capital Management
Virginia
$344K
AAA
1497
American Alpha Advisors
New York
$344K +$14.7K +141 +5%
AIS
1498
Advocate Investing Services
Maryland
$343K +$135K +1,301 +69%
HCA
1499
Harbour Capital Advisors
Virginia
$342K
AFGAS
1500
Allegiance Financial Group Advisory Services
Virginia
$341K -$23.3K -224 -7%

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.