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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
DWT
1626
Dorsey & Whitney Trust
South Dakota
$265K -$81K -779 -24%
CCC
1627
Compass Capital Corp
Massachusetts
$265K
FF
1628
Farrell Financial
New York
$264K -$15.1K -145 -6%
HCC
1629
Hirtle Callaghan & Co
Pennsylvania
$263K +$254K +2,448 New
PP
1630
PFS Partners
New Jersey
$263K +$31.2K +300 +14%
SI
1631
Seeds Investor
New York
$263K +$254K +2,445 New
SWM
1632
Spire Wealth Management
Virginia
$262K +$416 +4 +0.2%
CFO
1633
Cambient Family Office
Michigan
$261K -$21K -202 -8%
CRI
1634
Colonial River Investments
Virginia
$261K -$98.9K -951 -28%
QFA
1635
Quantum Financial Advisors
California
$261K -$1.25K -12 -0.5%
SIAG
1636
Safeguard Investment Advisory Group
California
$261K +$252K +2,424 New
OL
1637
Optas LLC
Texas
$260K -$7.69K -74 -3%
TGAM
1638
TBH Global Asset Management
Tennessee
$260K +$251K +2,417 New
BWG
1639
Berry Wealth Group
Texas
$259K +$3.64K +35 +1%
HCM
1640
Hutner Capital Management
Vermont
$259K -$3.43K -33 -1%
HWA
1641
HHM Wealth Advisors
Tennessee
$259K
CFG
1642
Copley Financial Group
California
$258K -$151K -1,454 -38%
NG
1643
Novem Group
New York
$258K +$249K +2,399 New
CCA
1644
Childress Capital Advisors
Texas
$258K -$42.5K -409 -15%
CFG
1645
Chapman Financial Group
Hawaii
$256K
LA
1646
Latitude Advisors
Florida
$256K +$20.5K +197 +9%
FCP
1647
Fidelis Capital Partners
Florida
$256K +$247K +2,379 New
CH
1648
Cromwell Holdings
Wyoming
$255K +$43.8K +421 +22%
GSWM
1649
Golden State Wealth Management
California
$255K -$76.7K -738 -24%
EW
1650
Evexia Wealth
Wisconsin
$254K

UPS Hedge Fund Activity: Q2 2026 in Review

2,128 of the 8,274 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.