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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
NWS
2051
Nvest Wealth Strategies
Ohio
$5.38K -$5.2K -50 -50%
CWA
2052
Carolina Wealth Advisors
South Carolina
$5.38K
CB
2053
Centennial Bank
Arkansas
$5.38K
CFS
2054
CGC Financial Services
Oregon
$5.38K
CFP
2055
Comprehensive Financial Planning
Pennsylvania
$5.38K
WA
2056
Walsh & Associates
Florida
$5.38K
RWM
2057
RMG Wealth Management
Wisconsin
$5.3K -$43.9K -422 -89%
HIA
2058
HFM Investment Advisors
New Jersey
$5.16K -$11.3K -109 -69%
KFA
2059
Kelleher Financial Advisors
New York
$5.16K
SG
2060
Sankala Group
Colorado
$5.1K -$2.6K -25 -33%
HBW
2061
Hazlett, Burt & Watson
West Virginia
$5K -$88.3K -849 -95%
BF
2062
Brooklyn FI
New York
$4.52K +$4.05K +39 New
FMP
2063
Financial Management Professionals
Texas
$4.51K -$416 -4 -9%
NA
2064
Networth Advisors
Pennsylvania
$4.41K +$4.26K +41 New
ECM
2065
Estabrook Capital Management
New York
$4.3K
OAG
2066
Oakmont Advisory Group
New Mexico
$3.78K +$3.64K +35 New
LC
2067
Luminist Capital
Michigan
$3.76K +$3.64K +35 New
NOI
2068
Newton One Investments
Delaware
$3.71K +$104 +1 +3%
FRA
2069
Front Row Advisors
California
$3.65K
HIA
2070
Highland Investment Advisors
Florida
$3.64K +$3.53K +34 New
BFPW
2071
BOK Financial Private Wealth
Colorado
$3.44K +$3.33K +32 New
TWM
2072
Tripletail Wealth Management
Florida
$3.43K -$1.46K -14 -31%
CCM
2073
Chilton Capital Management
Texas
$3.33K -$26K -250 -89%
RWS
2074
Retirement Wealth Solutions
Wisconsin
$3.23K +$1.14K +11 +58%
VERPA
2075
Virginia Estate & Retirement Planning Advisors
Virginia
$3.12K

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.