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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
1M
2151
1248 Management
Missouri
-$952K -9,600 Closed
CFA
2152
Churchill Financial Advisors
Kentucky
-$934K -9,416 Closed
JFG
2153
Jefferies Financial Group
New York
-$865K -8,723 Closed
APSPRSPT
2154
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona
-$863K -8,700 Closed
MC
2155
Machina Capital
France
-$759K -7,649 Closed
EFH
2156
Eaton Financial Holdings
Florida
-$721K -7,264 Closed
RB
2157
Renasant Bank
Mississippi
-$698K -7,035 Closed
CM
2158
Caption Management
Oklahoma
-$677K -6,825 Closed
EFA
2159
Englebert Financial Advisers
Pennsylvania
-$664K -6,696 Closed
PS
2160
Pensionfund Sabic
Netherlands
-$655K -6,600 Closed
MTIM
2161
Marathon Trading Investment Management
Pennsylvania
-$635K -6,400 Closed
FSA
2162
Financial Sense Advisors
California
-$595K -6,000 Closed
LF
2163
Lantz Financial
Illinois
-$514K -5,184 Closed
WKSWA
2164
White Knight Strategic Wealth Advisors
New Jersey
-$514K -5,181 Closed
A
2165
AlphaQuest
New York
-$492K -4,958 Closed
BMWS
2166
Brady Martz Wealth Solutions
North Dakota
-$445K -4,487 Closed
Capstone Investment Advisors
2167
Capstone Investment Advisors
New York
-$467K -4,354 Closed
AA
2168
ABC Arbitrage
France
-$411K -4,139 Closed
LAM
2169
LECAP Asset Management
United Kingdom
-$410K -4,135 Closed
BLWM
2170
Bucket List Wealth Management
Florida
-$402K -4,055 Closed
FLPIM
2171
F.L. Putnam Investment Management
Massachusetts
-$395K -3,985 Closed
JRPIM
2172
Journey Retirement Planning & Investment Management
Idaho
-$388K -3,912 Closed
GAFA
2173
Garton & Associates Financial Advisors
Kentucky
-$382K -3,854 Closed
EC
2174
EntryPoint Capital
New York
-$377K -3,797 Closed
NA
2175
Nordwand Advisors
Pennsylvania
-$362K -3,645 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.