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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
CMBA
2076
C.M. Bidwell & Associates
Hawaii
$1.97K
NL
2077
NVWM LLC
Pennsylvania
$1.97K
RWS
2078
Retirement Wealth Solutions
Wisconsin
$1.87K -$1.07K -10 -34%
1NWS
2079
1 North Wealth Services
Maryland
$1.87K
SVCP
2080
Silicon Valley Capital Partners
California
$1.8K +$1.93K +18 New
FFC
2081
First Financial Corp
Indiana
$1.77K -$1.18K -11 -38%
HC
2082
Hara Capital
Washington
$1.77K
HCMG
2083
Howard Capital Management Group
California
$1.77K
Vanguard Advisers Inc
2084
Vanguard Advisers Inc
Pennsylvania
$1.77K +$1.93K +18 New
PS
2085
PayPay Securities
Japan
$1.68K -$10.9K -102 -86%
BCM
2086
Boreal Capital Management
Florida
$1.67K -$102K -950 -98%
MWM
2087
Mosley Wealth Management
California
$1.62K +$2.04K +19 New
CIAS
2088
CBIZ Investment Advisory Services
Ohio
$1.57K -$10.4K -97 -86%
MSG
2089
Main Street Group
Virginia
$1.57K +$1.72K +16 New
BH
2090
Burk Holdings
Oklahoma
$1.48K +$1.61K +15 New
KA
2091
Kozak & Associates
Colorado
$1.36K -$4.5K -42 -76%
RJA
2092
Ross\Johnson & Associates
Minnesota
$1.28K
RIAS
2093
Rachor Investment Advisory Services
Michigan
$1.14K +$107 +1 +9%
KFG
2094
Kingdom Financial Group
Arizona
$1.12K
LAS
2095
Lloyd Advisory Services
Georgia
$1.12K +$1.18K +11 New
GPFA
2096
Game Plan Financial Advisors
Ohio
$1.08K -$3.7M -34,502 -100%
SWA
2097
Strategic Wealth Advisors
Arizona
$1K
PJC
2098
Phillip James Consulting
Minnesota
$1K +$751 +7 New
JGIA
2099
Jackson Grant Investment Advisers
Connecticut
$984
TBFA
2100
Three Bearings Fiduciary Advisors
New Hampshire
$984

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.