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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
MAM
1876
Marquette Asset Management
Minnesota
$62.6K -$6.76K -65 -10%
SL
1877
Salomon & Ludwin
Virginia
$62.4K
API
1878
Asset Planning Inc
California
$62.4K -$30.5K -293 -34%
BIAS
1879
Beacon Investment Advisory Services
New Jersey
$62.4K -$9.36K -90 -13%
CWP
1880
Clark Wealth Partners
Illinois
$60.9K +$832 +8 +1%
KFAS
1881
Keating Financial Advisory Services
Kansas
$60.6K +$16.1K +155 +38%
WB
1882
Webster Bank
Connecticut
$60.5K -$48.8K -469 -45%
FFO
1883
Fortitude Family Office
Arizona
$58.9K +$31.1K +299 +120%
TF
1884
Tompkins Financial
New York
$58.8K -$9.77K -94 -15%
MWA
1885
Medallion Wealth Advisors
Connecticut
$58.5K +$7.49K +72 +15%
SGFG
1886
Silver Grove Financial Group
New York
$57.1K +$55.2K +531 New
MCI
1887
MRP Capital Investments
Georgia
$56.4K +$54.6K +525 New
FIA
1888
FNY Investment Advisers
New York
$56K -$1.19M -11,418 -96%
TFM
1889
TFC Financial Management
Massachusetts
$55.9K +$936 +9 +2%
AW
1890
Avion Wealth
Texas
$55K +$5.09K +49 +10%
NECFA
1891
New England Capital Financial Advisors
Connecticut
$53.8K -$2.81K -27 -5%
EP
1892
Evelyn Partners
$53.2K +$51.5K +495 New
MEG
1893
Millstone Evans Group
Colorado
$52.1K
PUI
1894
Purpose Unlimited Inc
$52K
CCA
1895
Catalyst Capital Advisors
New York
$50.3K -$728 -7 -1%
ADL
1896
Asset Dedication LLC
California
$50.3K +$12.5K +120 +34%
QL
1897
Quarry LP
New York
$50.1K -$49.4K -475 -50%
GKIM
1898
GW&K Investment Management
Massachusetts
$50K -$312 -3 -0.6%
WWM
1899
Wolff Wiese Magana
California
$49.7K +$728 +7 +2%
BTD
1900
BankPlus Trust Department
Mississippi
$47.9K

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.