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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
CAM
1526
Concorde Asset Management
Michigan
$328K +$12.4K +119 +4%
MTC
1527
McDaniel Terry & Co
Texas
$327K -$1.38M -13,275 -81%
DWM
1528
Drive Wealth Management
Utah
$327K +$316K +3,038 New
W
1529
Wealthquest
Ohio
$326K +$39.2K +377 +14%
LWCFA
1530
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$324K -$36.4K -350 -10%
PWW
1531
Pettyjohn Wood & White
Virginia
$322K -$22.4K -215 -7%
DE
1532
Defiance ETFs
New York
$322K +$49.9K +480 +20%
WAM
1533
Weatherly Asset Management
California
$322K +$27.5K +265 +10%
WPC
1534
Wedmont Private Capital
Pennsylvania
$320K +$41.8K +402 +16%
BCG
1535
Breakwater Capital Group
New Jersey
$320K +$5.51K +53 +2%
HBT
1536
Heartland Bank & Trust
Illinois
$318K -$3.85K -37 -1%
AWMM
1537
Aegis Wealth Management (Maryland)
Maryland
$316K -$1.98K -19 -0.6%
CA
1538
Claro Advisors
Massachusetts
$316K -$188K -1,804 -38%
QWP
1539
Quotient Wealth Partners
Texas
$315K +$46.2K +444 +18%
SFG
1540
Seamount Financial Group
Colorado
$314K -$20.8K -200 -6%
TCM
1541
Traynor Capital Management
Pennsylvania
$312K +$14K +135 +5%
MWA
1542
Midland Wealth Advisors
Illinois
$310K -$56.7K -545 -16%
EWM
1543
EPG Wealth Management
Georgia
$310K -$3.85K -37 -1%
OMIC
1544
Old Mission Investment Co
Michigan
$309K +$299K +2,877 New
PA
1545
PSI Advisors
Florida
$307K +$297K +2,859 New
BFA
1546
Bill Few Associates
Pennsylvania
$306K +$60.8K +585 +26%
GCM
1547
Generation Capital Management
New York
$306K
MQWP
1548
Morey & Quinn Wealth Partners
Nebraska
$304K -$25.3K -243 -8%
MMCM
1549
Murphy & Mullick Capital Management
New York
$304K -$105K -1,013 -26%
DIA
1550
Dana Investment Advisors
Wisconsin
$303K +$3.12K +30 +1%

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.