We are live on ! Find out more
UPS icon

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
RJA
2101
Ross\Johnson & Associates
Minnesota
$1.4K
KA
2102
Kozak & Associates
Colorado
$1.4K
AAG
2103
Accordant Advisory Group
Maryland
$1.29K -$2.18K -21 -64%
HIMS
2104
Hager Investment Management Services
New Hampshire
$1.29K +$1.25K +12 New
TCA
2105
Trifecta Capital Advisors
Illinois
$1.29K +$1.25K +12 New
BWS
2106
Buck Wealth Strategies
Colorado
$1.25K +$1.25K +12 New
DF
2107
DecisionPoint Financial
Arizona
$1.21K +$1.14K +11 New
TAP
2108
Tounjian Advisory Partners
Florida
$1.19K +$1.14K +11 New
AP
2109
Aspect Partners
Virginia
$1.18K -$1.98K -19 -63%
GPFA
2110
Game Plan Financial Advisors
Ohio
$1.18K
JGIA
2111
Jackson Grant Investment Advisers
Connecticut
$1.07K
TBFA
2112
Three Bearings Fiduciary Advisors
New Hampshire
$1.07K
SWA
2113
Strategic Wealth Advisors
Arizona
$1K
POIA
2114
Pin Oak Investment Advisors
Texas
$1K +$832 +8 New
NWM
2115
Navigoe Wealth Management
California
$1K +$1.87K +18 New
SA
2116
Seneschal Advisors
Washington
$968 +$208 +2 +29%
MWM
2117
Mascoma Wealth Management
New Hampshire
$860
WA
2118
Whipplewood Advisors
Colorado
$753 -$1.46K -14 -67%
PJC
2119
Phillip James Consulting
Minnesota
$752
BIM
2120
Breakwater Investment Management
Washington
$645
HHGA
2121
Halbert Hargrove Global Advisors
California
$576 +$520 +5 New
SWAG
2122
Spectrum Wealth Advisory Group
California
$545 +$520 +5 New
CPBTD
2123
Central Pacific Bank - Trust Division
Hawaii
$538 +$520 +5 New
CI
2124
Cordant Inc
Oregon
$503 +$520 +5 New
IPS
2125
Investors Portfolio Services
Washington
$430

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.