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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
T
1926
Tidemark
California
$35.3K +$416 +4 +1%
PP
1927
Pacifica Partners
Canada
$34K
APW
1928
Allied Private Wealth
Florida
$33.8K +$31.9K +307 New
KFG
1929
Kingdom Financial Group
Arizona
$33.8K +$31.5K +303 +2,755%
KAS
1930
Kemnay Advisory Services
New York
$33.1K +$832 +8 +3%
FP
1931
Financial Perspectives
Minnesota
$32.9K +$104 +1 +0.3%
AFG
1932
Albion Financial Group
Utah
$32.3K
ETS
1933
ESL Trust Services
New York
$32.3K
RRMM
1934
Regatta Research & Money Management
Louisiana
$31.8K +$30.8K +296 New
VR
1935
Vision Retirement
New Jersey
$31.4K -$1.56K -15 -5%
SIC
1936
SJS Investment Consulting
Ohio
$31K -$20.5K -197 -41%
FCAS
1937
First Command Advisory Services
Texas
$30.7K +$7.38K +71 +33%
FC
1938
Fairscale Capital
New Hampshire
$30.5K
UOTTAIMCU
1939
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$30.5K
MI
1940
Markowski Investments
Florida
$30.4K +$29.3K +282 New
MAM
1941
Meeder Asset Management
Ohio
$30.2K -$2.14M -20,617 -99%
TFGT
1942
TS Financial Group (TSFG)
Illinois
$30K
AA
1943
Addison Advisors
Vermont
$29.8K -$84.8K -816 -75%
RWM
1944
Raffa Wealth Management
District of Columbia
$29.6K -$104 -1 -0.4%
SC
1945
Swan Capital
Florida
$29.5K
CT
1946
Clearstead Trust
Maine
$29.5K
GA
1947
GoalVest Advisory
New York
$29K -$942K -9,062 -97%
CMP
1948
Coston McIsaac & Partners
Maine
$29K +$312 +3 +1%
IWM
1949
IMG Wealth Management
Florida
$28.9K +$5.41K +52 +24%
IA
1950
IFS Advisors
Kansas
$28.6K

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.