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United Parcel Service

2,109 hedge funds and large institutions have $49.7B invested in United Parcel Service in 2026 Q1 according to their latest regulatory filings, with 184 funds opening new positions, 934 increasing their positions, 755 reducing their positions, and 157 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 934 | Existing positions reduced: 755

17% more first-time investments, than exits

New positions opened: 184 | Existing positions closed: 157

13% more call options, than puts

Call options by funds: $1.88B | Put options by funds: $1.66B

0% less funds holding

Funds holding: 2,1182,109 (-9)

1% less capital invested

Capital invested by funds: $50.2B → $49.7B (-$451M)

0.91% less ownership

Funds ownership: 68.41%67.49% (-0.91%)

3% less funds holding in top 10

Funds holding in top 10: 3433 (-1)

Holders
2,109
Holders Change
-9
Holders Change %
-0.42%
% of All Funds
25.81%
Holding in Top 10
33
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.94%
% of All Funds
0.4%
New
184
Increased
934
Reduced
755
Closed
157
Calls
$1.88B
Puts
$1.66B
Net Calls
+$222M
Net Calls Change
-$177M
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
151
Osaic Holdings
Arizona
$31.8M +$30.1K +281 +0.1%
Royal London Asset Management
152
Royal London Asset Management
United Kingdom
$31.7M -$1.38M -12,867 -4%
Focus Partners Wealth
153
Focus Partners Wealth
Massachusetts
$31.6M -$1.22M -11,373 -3%
OAM
154
Oppenheimer Asset Management
New York
$31.6M +$8.95M +83,430 +35%
Treasurer of the State of North Carolina
155
Treasurer of the State of North Carolina
North Carolina
$30.9M +$718K +6,694 +2%
Bank Julius Baer & Co
156
Bank Julius Baer & Co
Switzerland
$30.9M -$31.3M -291,692 -48%
Carson Wealth (CWM LLC)
157
Carson Wealth (CWM LLC)
Nebraska
$30.7M +$1.61M +15,052 +5%
CG
158
CFO4Life Group
Texas
$30.6M -$80.5K -751 -0.2%
SC
159
Saturna Capital
Washington
$29.8M -$199K -1,855 -0.6%
Corient Private Wealth
160
Corient Private Wealth
Florida
$29.4M -$21.9M -204,241 -40%
AA
161
ALPS Advisors
Colorado
$28.9M +$2.23M +20,751 +8%
MSV
162
MN Services Vermogensbeheer
Netherlands
$27.9M -$204K -1,900 -0.7%
Cambridge Investment Research Advisors
163
Cambridge Investment Research Advisors
Iowa
$27.5M +$4.89M +45,567 +19%
DekaBank Deutsche Girozentrale
164
DekaBank Deutsche Girozentrale
Germany
$27.5M
IC
165
IEQ Capital
California
$27.4M -$1.96M -18,246 -6%
RIG
166
RiverFront Investment Group
Virginia
$27.4M +$3.51M +32,747 +13%
GAM
167
Gotham Asset Management
New York
$27.3M -$1.08M -10,112 -4%
SDIC
168
South Dakota Investment Council
South Dakota
$26.7M +$93.4K +871 +0.3%
KK
169
KLP Kapitalforvaltning
Norway
$26.7M +$64.3K +600 +0.2%
DRZID
170
DePrince Race & Zollo Inc (DRZ)
Florida
$26.3M -$80.4K -750 -0.3%
CCP
171
Clifford Capital Partners
Utah
$26.1M +$9.77M +91,134 +52%
Truist Financial
172
Truist Financial
North Carolina
$26M -$1.96M -18,245 -6%
Toronto Dominion Bank
173
Toronto Dominion Bank
Ontario, Canada
$25.7M -$84.6M -789,011 -75%
Mirae Asset Global ETFs Holdings
174
Mirae Asset Global ETFs Holdings
Hong Kong
$25.7M +$12.9M +120,427 +84%
Schroder Investment Management Group
175
Schroder Investment Management Group
United Kingdom
$25.5M +$19.1M +178,156 +197%

UPS Hedge Fund Activity: Q1 2026 in Review

2,109 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in United Parcel Service (UPS) for Q1 2026, worth a combined $49.7B — down 0.9% from $50.2B a quarter earlier.

Buyers outnumbered sellers: 184 funds opened new UPS positions and 157 closed out — a net gain of 27 holders — while 934 added to existing stakes and 755 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $490M. The largest seller was Charles Schwab, cutting an estimated $539M.

  • 2,109 institutional investors held United Parcel Service (UPS) as of Q1 2026, down from 2,118 in Q4 2025.
  • Funds reported $49.7B of United Parcel Service stock for Q1 2026, down 0.9% quarter-over-quarter.
  • 184 funds opened new United Parcel Service positions in Q1 2026 and 157 closed out, a net change of +27 holders.
  • The largest United Parcel Service buyer in Q1 2026 was Fidelity Investments, an estimated $490M added.
  • The largest United Parcel Service seller in Q1 2026 was Charles Schwab, an estimated $539M sold.

Based on aggregated 13F filings for Q1 2026.