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United Parcel Service

2,109 hedge funds and large institutions have $49.7B invested in United Parcel Service in 2026 Q1 according to their latest regulatory filings, with 184 funds opening new positions, 934 increasing their positions, 755 reducing their positions, and 157 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 934 | Existing positions reduced: 755

17% more first-time investments, than exits

New positions opened: 184 | Existing positions closed: 157

13% more call options, than puts

Call options by funds: $1.88B | Put options by funds: $1.66B

0% less funds holding

Funds holding: 2,1182,109 (-9)

1% less capital invested

Capital invested by funds: $50.2B → $49.7B (-$451M)

0.91% less ownership

Funds ownership: 68.41%67.49% (-0.91%)

3% less funds holding in top 10

Funds holding in top 10: 3433 (-1)

Holders
2,109
Holders Change
-9
Holders Change %
-0.42%
% of All Funds
25.81%
Holding in Top 10
33
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.94%
% of All Funds
0.4%
New
184
Increased
934
Reduced
755
Closed
157
Calls
$1.88B
Puts
$1.66B
Net Calls
+$222M
Net Calls Change
-$177M
Name Holding Trade Value Shares
Change
Change in
Stake
Mackenzie Financial
176
Mackenzie Financial
Ontario, Canada
$25.5M +$16.3M +151,804 +142%
AT
177
Arbejdsmarkedets Tillaegspension
$25.3M +$27.6M +257,381 New
SAM
178
Storebrand Asset Management
Norway
$25.1M +$1.34M +12,510 +5%
MCM
179
MAI Capital Management
Ohio
$24.9M +$10.3M +95,858 +61%
State of New Jersey Common Pension Fund D
180
State of New Jersey Common Pension Fund D
New Jersey
$24.7M
Los Angeles Capital Management
181
Los Angeles Capital Management
California
$24.3M +$26.4M +246,156 +28,164%
VOYA Investment Management
182
VOYA Investment Management
Georgia
$24.2M -$98.5K -918 -0.4%
LF
183
Lansforsakringar Fondforvaltning
Sweden
$23.7M -$70.6K -658 -0.3%
CWM
184
Centric Wealth Management
Illinois
$23.6M -$1.85M -17,268 -7%
CCP
185
Clough Capital Partners
Massachusetts
$23.5M +$25.6M +238,535 New
RAM
186
Resona Asset Management
Japan
$23.4M +$163K +1,522 +0.6%
NA
187
NewEdge Advisors
Louisiana
$23.4M -$359K -3,351 -1%
GC
188
Guggenheim Capital
Illinois
$23.2M +$1.44M +13,402 +6%
CA
189
CapWealth Advisors
Tennessee
$22.6M +$823K +7,675 +3%
Mercer Global Advisors
190
Mercer Global Advisors
Colorado
$22.6M +$3.08M +28,719 +14%
AAMU
191
AEGON Asset Management (UK)
United Kingdom
$22.5M +$24.6M +229,169 New
CCG
192
Capital CS Group
California
$22.1M +$623K +5,807 +3%
NIM
193
Nexus Investment Management
Ontario, Canada
$21.8M +$17.7K +165 +0.1%
SFM
194
Stack Financial Management
Montana
$21.6M +$8.59M +80,092 +58%
SOMRS
195
State of Michigan Retirement System
Michigan
$21.4M -$53.6K -500 -0.2%
WA
196
Waverly Advisors
Alabama
$21.1M +$448K +4,174 +2%
TAF
197
Tredje AP-fonden
Sweden
$21M +$22.9M +213,504 New
EF
198
Empowered Funds
Pennsylvania
$20.9M +$22.8M +212,808 New
KA
199
KLCM Advisors
Wisconsin
$20.9M +$1.98M +18,437 +10%
Rockefeller Capital Management
200
Rockefeller Capital Management
New York
$20.8M +$605K +5,638 +3%

UPS Hedge Fund Activity: Q1 2026 in Review

2,109 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in United Parcel Service (UPS) for Q1 2026, worth a combined $49.7B — down 0.9% from $50.2B a quarter earlier.

Buyers outnumbered sellers: 184 funds opened new UPS positions and 157 closed out — a net gain of 27 holders — while 934 added to existing stakes and 755 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $490M. The largest seller was Charles Schwab, cutting an estimated $539M.

  • 2,109 institutional investors held United Parcel Service (UPS) as of Q1 2026, down from 2,118 in Q4 2025.
  • Funds reported $49.7B of United Parcel Service stock for Q1 2026, down 0.9% quarter-over-quarter.
  • 184 funds opened new United Parcel Service positions in Q1 2026 and 157 closed out, a net change of +27 holders.
  • The largest United Parcel Service buyer in Q1 2026 was Fidelity Investments, an estimated $490M added.
  • The largest United Parcel Service seller in Q1 2026 was Charles Schwab, an estimated $539M sold.

Based on aggregated 13F filings for Q1 2026.