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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
TWM
1726
TRB Wealth Management
Texas
$224K
CAC
1727
Certified Advisory Corp
Florida
$224K -$3.74K -36 -2%
BW
1728
Basepoint Wealth
Iowa
$223K +$1.46K +14 +0.7%
IIM
1729
Ipswich Investment Management
Massachusetts
$223K
BFWA
1730
Benchmark Financial Wealth Advisors
Florida
$223K +$215K +2,073 New
LBC
1731
Lowe Brockenbrough & Co
Virginia
$223K -$9.46K -91 -4%
EFG
1732
Embree Financial Group
Illinois
$221K -$30.1K -290 -12%
FHC
1733
First Heartland Consultants
Missouri
$221K +$1.14K +11 +0.5%
FLPIM
1734
F.L. Putnam Investment Management
Massachusetts
$221K +$213K +2,053 New
CPC
1735
Congress Park Capital
New York
$220K
BTC
1736
Bank & Trust Company
Illinois
$219K
RPGK
1737
Retirement Planning Group (Kansas)
Kansas
$219K +$212K +2,037 New
SRPTWM
1738
Split Rock Private Trading & Wealth Management
Minnesota
$219K
HNWAG
1739
High Net Worth Advisory Group
Florida
$218K -$10.4K -100 -5%
C
1740
Certuity
Florida
$218K +$211K +2,028 New
GP
1741
Guardian Partners
Canada
$218K -$10.5K -101 -5%
7WCP
1742
71 West Capital Partners
Massachusetts
$217K +$210K +2,023 New
HT
1743
Headlands Technologies
Illinois
$217K +$210K +2,020 New
CFGW
1744
Chancellor Financial Group WB
Pennsylvania
$217K +$210K +2,018 New
PIA
1745
Perennial Investment Advisors
California
$217K +$209K +2,014 New
HA
1746
Harbor Advisors
Florida
$215K +$208K +2,000 New
MWM
1747
Marietta Wealth Management
Georgia
$215K +$208K +2,000 New
SLA
1748
Silver Lake Advisory
Utah
$215K +$208K +2,000 New
YLHM
1749
Yelin Lapidot Holdings Management
Israel
$214K +$207K +1,995 New
GHA
1750
Granite Harbor Advisors
Texas
$214K +$207K +1,989 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.