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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
BL
1976
BFSG LLC
California
$15.7K
TCM
1977
TD Capital Management
Tennessee
$15.5K +$322 +3 +2%
HIA
1978
HFM Investment Advisors
New Jersey
$15.4K
WOSD
1979
WFA of San Diego
California
$15.2K
AF
1980
Abound Financial
California
$15.2K
CW
1981
CrossGen Wealth
North Carolina
$14.9K -$19.9K -186 -55%
CMA
1982
Cedar Mountain Advisors
Oregon
$14.6K +$1.18K +11 +8%
EWP
1983
Elevation Wealth Partners
California
$14.4K +$3.97K +37 +34%
CFG
1984
Clayton Financial Group
Missouri
$14.3K +$10.7K +100 +222%
MBFW
1985
Morton Brown Family Wealth
Pennsylvania
$14.2K -$4.08K -38 -21%
JSAM
1986
J. Safra Asset Management
New York
$14.2K
SFS
1987
Sunrise Financial Services
Washington
$13.5K
CFSG
1988
Community Financial Services Group
Vermont
$13.4K +$14.7K +137 New
GWP
1989
Gen-Wealth Partners
Michigan
$13.4K -$8.79K -82 -38%
PWMG
1990
Prestige Wealth Management Group
New Jersey
$13.3K -$3.33K -31 -19%
W
1991
WealthCollab
Washington
$13.2K +$1.07K +10 +8%
AT
1992
Avalon Trust
New Mexico
$13.1K
DFC
1993
DB Fitzpatrick & Co
Idaho
$12.7K
KG
1994
Kilter Group
New York
$12.1K +$107 +1 +0.8%
HWM
1995
HighMark Wealth Management
Minnesota
$11.9K -$1.93K -18 -13%
MGI
1996
Miller Global Investments
Texas
$11.4K
SWP
1997
SIMA Wealth Partners
Virginia
$11K
KB
1998
Kimelman & Baird
New York
$10K
SFG
1999
Strive Financial Group
Indiana
$10K
AEPWM
2000
Atlantic Edge Private Wealth Management
Florida
$9.84K

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.