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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
SNB
1976
Security National Bank
Nebraska
$21.5K
OCM
1977
Orion Capital Management
California
$21.5K +$20.8K +200 New
DF
1978
Dunhill Financial
United Kingdom
$21.5K +$3.95K +38 +24%
LF
1979
LifeSteps Financial
California
$21.1K +$20.4K +196 New
SHIM
1980
Stone House Investment Management
Pennsylvania
$20.6K +$15.6K +150 +357%
PGAM
1981
Princeton Global Asset Management
New Jersey
$20.4K -$28.6K -275 -59%
EWM
1982
Evolution Wealth Management
Florida
$20.4K +$208 +2 +1%
BFS
1983
Bare Financial Services
Pennsylvania
$19.8K +$15.3K +147 +397%
HWM
1984
HighMark Wealth Management
Minnesota
$19.5K +$6.24K +60 +50%
WBC
1985
West Branch Capital
Massachusetts
$19.4K
VWA
1986
VSM Wealth Advisory
Maryland
$19.3K +$104 +1 +0.6%
FA
1987
Fedenia Advisers
Wisconsin
$19K +$18.4K +177 New
FFA
1988
Frazier Financial Advisors
Ohio
$18.9K -$312 -3 -2%
PB
1989
Prosperity Bancshares
Texas
$17.8K -$51.9K -499 -75%
AWM
1990
Abound Wealth Management
Tennessee
$17.8K -$21.5K -207 -56%
ASCM
1991
Adkins Seale Capital Management
Louisiana
$17.6K
CMA
1992
Cedar Mountain Advisors
Oregon
$17.6K +$1.46K +14 +9%
TCM
1993
TD Capital Management
Tennessee
$17.2K +$208 +2 +1%
CA
1994
Crewe Advisors
Utah
$16.8K +$9.25K +89 +133%
Vanguard Advisers Inc
1995
Vanguard Advisers Inc
Pennsylvania
$16.8K +$14.3K +138 +767%
AF
1996
Abound Financial
California
$16.6K
CW
1997
CrossGen Wealth
North Carolina
$16.5K +$312 +3 +2%
MBFW
1998
Morton Brown Family Wealth
Pennsylvania
$16.2K +$728 +7 +5%
KCM
1999
Key Capital Management
Tennessee
$15.8K -$18.7K -180 -55%
PWMG
2000
Prestige Wealth Management Group
New Jersey
$15.8K +$1.25K +12 +9%

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.