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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
TC
1676
Trilogy Capital
California
$246K -$78.5K -755 -25%
FT
1677
Fiduciary Trust
Massachusetts
$246K -$30.7K -295 -11%
UPS
1678
UHLMANN PRICE SECURITIES
Illinois
$246K +$238K +2,289 New
CWM
1679
Carolina Wealth Management
North Carolina
$246K +$238K +2,289 New
BAM
1680
Bosun Asset Management
Illinois
$244K +$3.64K +35 +2%
AL
1681
ARWA LLC
Texas
$244K -$10.6K -102 -5%
BFG
1682
Berger Financial Group
Minnesota
$244K -$1.14K -11 -0.5%
SCM
1683
Sollinda Capital Management
Florida
$242K
LCM
1684
Liberty Capital Management
Michigan
$242K +$234K +2,250 New
NAM
1685
NTV Asset Management
West Virginia
$242K +$234K +2,250 New
HWA
1686
Heritage Wealth Advisors
Virginia
$242K +$44.8K +431 +24%
RWP
1687
RWA Wealth Partners
Massachusetts
$241K -$184K -1,771 -44%
EP
1688
Edgestream Partners
New Jersey
$240K -$4.55M -43,743 -95%
PE
1689
PCM Encore
Colorado
$240K -$208 -2 -0.1%
CWA
1690
Canvas Wealth Advisors
Kansas
$239K +$232K +2,228 New
CA
1691
CV Advisors
Florida
$239K
JC
1692
Jacobs & Co
California
$239K -$51.5K -495 -18%
SR
1693
Swiss Re
Switzerland
$238K +$213K +2,052 +1,251%
WCP
1694
Wick Capital Partners
Pennsylvania
$237K +$12K +115 +5%
KP
1695
Keel Point
Alabama
$237K -$26.5K -255 -10%
RTC
1696
Real Talk Capital
Tennessee
$237K +$229K +2,202 New
SSWM
1697
Sheets Smith Wealth Management
North Carolina
$236K +$3.12K +30 +1%
RFP
1698
Root Financial Partners
California
$235K +$58.9K +567 +35%
KAM
1699
Knightsbridge Asset Management
California
$235K -$7.59K -73 -3%
JF
1700
JMN Financial
Ohio
$235K +$227K +2,182 New

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.