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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
BHWM
1901
Beaird Harris Wealth Management
Texas
$47.8K -$20.8K -200 -31%
CH
1902
Canton Hathaway
Rhode Island
$45.7K
PCFFS
1903
Pacific Center for Financial Services
California
$45.7K
FUBT
1904
First United Bank & Trust
Maryland
$45.2K
CJ
1905
Caitlin John
Michigan
$44.7K +$104 +1 +0.2%
EIM
1906
Essex Investment Management
Massachusetts
$43.4K
RF
1907
Roxbury Financial
New Jersey
$43.4K -$127K -1,222 -75%
Vanguard National Trust
1908
Vanguard National Trust
Pennsylvania
$43.1K
OAJ
1909
Ogorek Anthony Joseph
New York
$43K +$9.88K +95 +31%
LAS
1910
Lloyd Advisory Services
Georgia
$41.6K +$39.1K +376 +3,418%
RWM
1911
Rialto Wealth Management
New York
$41K +$3.12K +30 +9%
PS
1912
Pinney & Scofield
Massachusetts
$40.7K -$1.35K -13 -3%
GBT
1913
Grove Bank & Trust
Florida
$40.7K +$13.1K +126 +50%
CFSG
1914
Community Financial Services Group
Vermont
$40.5K +$24.2K +233 +170%
GK
1915
Graney & King
New York
$40.3K
APW
1916
Aventura Private Wealth
Florida
$39.1K +$19.3K +186 +104%
DIP
1917
DT Investment Partners
Pennsylvania
$38.4K
EWM
1918
Evermay Wealth Management
Virginia
$38.2K
RFG
1919
REAP Financial Group
Texas
$37.9K -$312 -3 -0.8%
FNWA
1920
Financial Network Wealth Advisors
Utah
$37.6K
RCM
1921
Richardson Capital Management
Wisconsin
$37.6K -$5.72K -55 -14%
CB
1922
CNB Bank
Pennsylvania
$37.1K -$9.98K -96 -22%
WAG
1923
Wilkerson Advisory Group
Missouri
$37K +$10.1K +97 +39%
PP
1924
Pingora Partners
Wyoming
$36K
STB
1925
S&T Bank
Pennsylvania
$35.9K -$12.5K -120 -26%

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.