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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
1CP
2101
1015 Capital Partners
Pennsylvania
$885
MWM
2102
Mascoma Wealth Management
New Hampshire
$787 -$214 -2 -20%
SA
2103
Seneschal Advisors
Washington
$689 +$322 +3 +75%
BIM
2104
Breakwater Investment Management
Washington
$591
IPS
2105
Investors Portfolio Services
Washington
$394 -$322 -3 -43%
CTWM
2106
Cherry Tree Wealth Management
Minnesota
$296
Parallax Volatility Advisers
2107
Parallax Volatility Advisers
California
$98 +$107 +1 New
RF
2108
RetireMitten Financial
Michigan
$98 +$107 +1 New
NRWA
2109
North Ridge Wealth Advisors
Oregon
$50 +$107 +1 New
Norges Bank
2110
Norges Bank
Norway
-$902M -9,098,158 Closed
TI
2111
Trexquant Investment
Connecticut
-$23.4M -236,152 Closed
JG
2112
Jain Global
New York
-$21.9M -220,434 Closed
FNF
2113
Fidelity National Financial
Florida
-$21.8M -220,000 Closed
CCP
2114
Clarkston Capital Partners
Michigan
-$21M -211,592 Closed
ACM
2115
Aquatic Capital Management
Illinois
-$18.2M -183,747 Closed
JWCA
2116
J.W. Cole Advisors
Florida
-$17.6M -180,789 Closed
FAF
2117
Första AP-fonden
Sweden
-$16.7M -168,700 Closed
IP
2118
Interval Partners
New York
-$15.7M -158,105 Closed
Skandinaviska Enskilda Banken (SEB)
2119
Skandinaviska Enskilda Banken (SEB)
Sweden
-$14.2M -143,329 Closed
SSA
2120
Schonfeld Strategic Advisors
New York
-$12.5M -125,651 Closed
PFM
2121
Premier Fund Managers
United Kingdom
-$11.6M -116,000 Closed
CRAM
2122
Compass Rose Asset Management
New York
-$10.3M -104,000 Closed
CCS
2123
Concentric Capital Strategies
Connecticut
-$9.55M -96,247 Closed
IMC Chicago
2124
IMC Chicago
Illinois
-$9.61M -89,653 Closed
OQS
2125
Occudo Quantitative Strategies
Florida
-$8.3M -83,683 Closed

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.