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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
EHAM
1501
Eagle Harbor Asset Management
Washington
$341K
SRA
1502
Secured Retirement Advisors
Minnesota
$341K -$88.2K -848 -21%
VCM
1503
Voleon Capital Management
California
$341K -$1.78M -17,106 -84%
RWA
1504
Rooted Wealth Advisors
Illinois
$340K +$3.22K +31 +1%
ECA
1505
Elevated Capital Advisors
Utah
$340K -$238K -2,288 -42%
SEP
1506
Southland Equity Partners
Missouri
$340K +$12.1K +116 +4%
MAM
1507
Martingale Asset Management
Massachusetts
$340K -$664K -6,390 -67%
SP
1508
Successful Portfolios
Florida
$340K -$2.18K -21 -0.7%
XT
1509
XTX Topco
Cayman Islands
$340K +$31.6K +304 +11%
ClearBridge Investments
1510
ClearBridge Investments
New York
$339K +$6.24K +60 +2%
RAG
1511
RIA Advisory Group
Iowa
$339K -$59.5K -572 -15%
GSWM
1512
Greenup Street Wealth Management
Michigan
$339K +$77K +741 +31%
HR
1513
Hardy Reed
Mississippi
$337K +$24.4K +235 +8%
MA
1514
MKT Advisors
California
$337K
TW
1515
Tempo Wealth
Ohio
$337K -$1.77K -17 -0.5%
PK
1516
Pflug Koory
Nebraska
$336K -$5.2K -50 -2%
PRP
1517
Peak Retirement Planning
Ohio
$334K -$1.09M -10,454 -77%
OPWM
1518
Oxinas Partners Wealth Management
Indiana
$334K
AWM
1519
Atticus Wealth Management
Florida
$333K -$13.9K -134 -4%
WBCM
1520
Wilson & Boucher Capital Management
California
$333K
CFO
1521
CVA Family Office
Colorado
$331K +$22.9K +220 +8%
SWA
1522
Sax Wealth Advisors
New Jersey
$331K +$95.3K +917 +37%
MAFA
1523
MJT & Associates Financial Advisory
Minnesota
$329K +$5.41K +52 +2%
PPWP
1524
Premier Path Wealth Partners
New Jersey
$328K -$10.8K -104 -3%
CC
1525
Centiva Capital
New York
$328K -$16.1M -155,212 -98%

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.