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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
GC
2026
Gould Capital
Washington
$6.89K
CA
2027
Crewe Advisors
Utah
$6.59K +$4.93K +46 +219%
HNW
2028
High Note Wealth
Minnesota
$6.59K +$536 +5 +8%
NRG
2029
Nemes Rush Group
Michigan
$6.45K +$107 +1 +2%
FMB
2030
Field & Main Bank
Kentucky
$6.39K
TIM
2031
Thompson Investment Management
Wisconsin
$6.3K -$5.68K -53 -45%
WSA
2032
Wealth Science Advisors
Georgia
$6.25K +$6.76K +63 New
GFA
2033
Godfrey Financial Associates
New York
$6.1K
DWM
2034
Dogwood Wealth Management
Kansas
$6K +$1.82K +17 +39%
MFC
2035
Mechanics Financial Corp
Ohio
$5.9K -$19.3K -180 -75%
WIM
2036
Westside Investment Management
California
$5.9K -$8.47K -79 -57%
SRCM
2037
Signature Resources Capital Management
California
$5.9K -$322 -3 -5%
MCA
2038
McGuire Capital Advisors
Oklahoma
$5.9K -$214 -2 -3%
WPA
2039
Wealth Preservation Advisors
Tennessee
$5.8K +$3.75K +35 +146%
CCA
2040
Cygnus Capital Advisors
Georgia
$5.79K +$5.15M +48,000 +444%
CFM
2041
Cornerstone Financial Management
Massachusetts
$5.71K +$429 +4 +7%
VWA
2042
Valued Wealth Advisors
Utah
$5.57K -$214 -2 -3%
BWAM
2043
Boyd Watterson Asset Management
Ohio
$5.02K
CWA
2044
Carolina Wealth Advisors
South Carolina
$4.92K
CB
2045
Centennial Bank
Arkansas
$4.92K
CFS
2046
CGC Financial Services
Oregon
$4.92K
CFP
2047
Comprehensive Financial Planning
Pennsylvania
$4.92K
WA
2048
Walsh & Associates
Florida
$4.92K
KFA
2049
Kelleher Financial Advisors
New York
$4.84K
PIS
2050
POM Investment Strategies
North Carolina
$4.72K +$5.15K +48 New

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.