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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
KB
2026
Kimelman & Baird
New York
$10.6K -$416 -4 -4%
HNW
2027
High Note Wealth
Minnesota
$10.2K +$2.91K +28 +42%
GWP
2028
Gen-Wealth Partners
Michigan
$10.1K -$4.37K -42 -31%
PWMG
2029
Private Wealth Management Group
New Jersey
$9.78K +$624 +6 +7%
SIM
2030
Sims Investment Management
Ohio
$9.68K +$9.36K +90 New
MHR
2031
Matthew Hamilton Rosenberg
$9.57K -$104 -1 -1%
MFS
2032
Montgomery Financial Services
Maryland
$9.03K +$8.73K +84 New
YP
2033
YANKCOM Partnership
South Dakota
$8.92K
NAMP
2034
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$8.61K +$7.8K +75 New
DWM
2035
Dogwood Wealth Management
Kansas
$8.6K +$1.98K +19 +31%
OW
2036
Olistico Wealth
Oklahoma
$8.06K
EA
2037
Evolution Advisers
Virginia
$8K
1IA
2038
1620 Investment Advisors
Massachusetts
$7.97K +$104 +1 +1%
WA
2039
Westfuller Advisors
New York
$7.92K +$104 +1 +1%
EAM
2040
Eukles Asset Management
Ohio
$7.85K
CCMI
2041
Creative Capital Management Investments
California
$7.63K +$7.38K +71 New
NSG
2042
Nalls Sherbakoff Group
Tennessee
$7.62K
GC
2043
Gould Capital
Washington
$7.53K
BIA
2044
Bell Investment Advisors
California
$6.99K -$1.04K -10 -13%
FMB
2045
Field & Main Bank
Kentucky
$6.99K
TIM
2046
Thompson Investment Management
Wisconsin
$6.88K
GFA
2047
Godfrey Financial Associates
New York
$6.67K
MCA
2048
McGuire Capital Advisors
Oklahoma
$6.45K
MFC
2049
Mechanics Financial Corp
Ohio
$6.45K
SRCM
2050
Signature Resources Capital Management
California
$6.45K

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.