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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
RS
1851
Rakuten Securities
Japan
$86.8K +$10.6K +102 +14%
BWL
1852
Bogart Wealth LLC
Virginia
$86.7K +$5.09K +49 +6%
AW
1853
Ankerstar Wealth
Texas
$84.7K +$832 +8 +1%
OCWP
1854
Owl Creek Wealth Partners
Colorado
$84.4K -$312 -3 -0.4%
WAS
1855
Winch Advisory Services
Wisconsin
$84K +$27.2K +262 +50%
TFA
1856
Toth Financial Advisory
Virginia
$82.9K -$728 -7 -0.9%
NFSG
1857
Newbridge Financial Services Group
Florida
$81.8K -$7.28K -70 -8%
GPI
1858
General Partner Inc
Pennsylvania
$80.1K
ATC
1859
Adirondack Trust Company
New York
$77.6K -$10.7K -103 -12%
QWM
1860
Quaker Wealth Management
New Jersey
$77.5K -$15.3K -147 -17%
PS
1861
Planning Strategies
Pennsylvania
$75.9K +$73.4K +706 New
RF
1862
Rossby Financial
Florida
$75.7K -$19K -183 -21%
DCM
1863
Davis Capital Management
Florida
$75.7K -$14.9K -143 -17%
JGCM
1864
Joseph Group Capital Management
Ohio
$74.3K -$16.2K -156 -18%
GCP
1865
Gill Capital Partners
Colorado
$73.2K
VNA
1866
Valley National Advisers
Pennsylvania
$72.8K +$104 +1 +0.1%
RPA
1867
Redwood Park Advisors
California
$71.9K +$832 +8 +1%
IWP
1868
IAG Wealth Partners
Wisconsin
$68.8K
SIM
1869
Synergy Investment Management
Florida
$68.5K +$57.5K +553 +553%
MS
1870
Monetary Solutions
Ohio
$68.3K
T
1871
TrustBank
Illinois
$66.1K -$52.9K -509 -45%
BA
1872
Bard Associates
Illinois
$65.9K
KFI
1873
Key Financial Inc
Pennsylvania
$65.4K -$21.4K -206 -25%
QPBE
1874
Quintet Private Bank (Europe)
Luxembourg
$64.5K -$8.84K -85 -12%
SEP
1875
Signature Equity Partners
Ohio
$62.8K -$120K -1,151 -66%

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.