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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
PFWA
1701
Paces Ferry Wealth Advisors
Georgia
$234K +$227K +2,180 New
NAMNJ
1702
NorthStar Asset Management (New Jersey)
New Jersey
$234K +$104 +1 +0%
HWA
1703
HCR Wealth Advisors
California
$233K -$13.3K -128 -6%
IIL
1704
Income Insurance Ltd
$232K
AFG
1705
Allegheny Financial Group
Pennsylvania
$232K -$16.7K -161 -7%
FVWA
1706
Foster Victor Wealth Advisors
South Carolina
$232K +$7.59K +73 +4%
JDLA
1707
J. Derek Lewis & Associates
California
$232K -$176K -1,689 -44%
MMHP
1708
Murphy Middleton Hinkle & Parker
Georgia
$232K -$1.77K -17 -0.8%
RAM
1709
Readystate Asset Management
Illinois
$232K -$110K -1,054 -33%
CFFP
1710
Center for Financial Planning
Michigan
$232K
RBWA
1711
RFG - Bristol Wealth Advisors
Massachusetts
$232K -$4.78K -46 -2%
SCI
1712
Silver Coast Investments
United States
$231K +$1.66K +16 +0.8%
KWM
1713
Keebeck Wealth Management
Illinois
$230K +$223K +2,144 New
MAM
1714
Mystic Asset Management
Rhode Island
$230K +$223K +2,141 New
AFWM
1715
Arta Finance Wealth Management
California
$230K +$9.25K +89 +4%
BFG
1716
Birch Financial Group
New Hampshire
$230K -$17.6K -169 -7%
FWP
1717
Flatrock Wealth Partners
California
$229K -$34K -327 -13%
BW
1718
Blalock Williams
Alabama
$229K +$221K +2,128 New
CC
1719
Corsicana & Co
Texas
$228K -$447K -4,296 -67%
CD
1720
Chapin Davis
Maryland
$226K +$219K +2,102 New
BCA
1721
Bay Colony Advisors
Massachusetts
$225K +$218K +2,097 New
WIS
1722
Wright Investors Service
Connecticut
$225K -$14.4K -139 -6%
PWS
1723
Peterson Wealth Services
Utah
$225K +$75.5K +726 +53%
MHC
1724
May Hill Capital
Massachusetts
$224K +$217K +2,088 New
WDC
1725
Woodward Diversified Capital
California
$224K -$16.4K -158 -7%

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.