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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
JSAM
2001
J. Safra Asset Management
New York
$15.5K
HFS
2002
Hughes Financial Services
Virginia
$15.2K +$6.24K +60 +74%
BL
2003
BFSG LLC
California
$15.1K -$2.08K -20 -13%
SWIM
2004
Smallwood Wealth Investment Management
New Jersey
$14.9K +$10.4K +100 +256%
SFS
2005
Sunrise Financial Services
Washington
$14.7K
W
2006
WealthCollab
Washington
$14.5K +$104 +1 +0.7%
AT
2007
Avalon Trust
New Mexico
$14.4K
Kayne Anderson Rudnick Investment Management
2008
Kayne Anderson Rudnick Investment Management
California
$14.1K +$3.85K +37 +39%
CAL
2009
Capital Advisors Ltd
Ohio
$14K -$29.5K -284 -68%
FCT
2010
First Community Trust
Iowa
$13.9K -$104K -1,000 -89%
DFC
2011
DB Fitzpatrick & Co
Idaho
$13.9K
Q1WB
2012
Quest 10 Wealth Builders
Virginia
$13.5K +$8.84K +85 +207%
MGI
2013
Miller Global Investments
Texas
$12.5K
BHWM
2014
Bay Harbor Wealth Management
Maryland
$11.5K +$3.33K +32 +43%
CFM
2015
Cornerstone Financial Management
Massachusetts
$11.1K +$4.68K +45 +78%
PWA
2016
Provenance Wealth Advisors
Florida
$11.1K +$10.7K +103 New
SFG
2017
Strive Financial Group
Indiana
$10.8K +$104 +1 +1%
BFS
2018
Burkett Financial Services
South Carolina
$10.8K +$208 +2 +2%
AEPWM
2019
Atlantic Edge Private Wealth Management
Florida
$10.8K
MO
2020
McMillan Office
Michigan
$10.8K
ATC
2021
Advantage Trust Company
Kansas
$10.8K +$10.4K +100 New
SC
2022
Stance Capital
Massachusetts
$10.8K +$10.4K +100 New
VWA
2023
Valued Wealth Advisors
Utah
$10.7K +$4.47K +43 +75%
KG
2024
Kilter Group
New York
$10.6K -$2.5K -24 -20%
EI
2025
EFG International
$10.6K +$3.02K +29 +41%

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.