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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
GP
2176
Greenline Partners
New York
-$360K -3,626 Closed
UBP
2177
Union Bancaire Privee
Switzerland
-$341K -3,548 Closed
OGC
2178
One68 Global Capital
New York
-$347K -3,500 Closed
SC
2179
Shay Capital
New York
-$347K -3,500 Closed
RAS
2180
RPS Advisory Solutions
Kentucky
-$333K -3,354 Closed
TGAM
2181
TBH Global Asset Management
Tennessee
-$332K -3,352 Closed
FFWA
2182
FRG Family Wealth Advisors
Washington
-$323K -3,255 Closed
TCG
2183
Transcendent Capital Group
Oklahoma
-$322K -3,241 Closed
GCP
2184
GSA Capital Partners
United Kingdom
-$316K -3,182 Closed
PFWA
2185
Paces Ferry Wealth Advisors
Georgia
-$306K -3,083 Closed
LIP
2186
Lighthouse Investment Partners
Florida
-$297K -2,990 Closed
AB
2187
Atlas Brown
Kentucky
-$295K -2,976 Closed
KRW
2188
Kaufman Rossin Wealth
Florida
-$290K -2,923 Closed
LRPA
2189
L. Roy Papp & Associates
Arizona
-$286K -2,880 Closed
PFA
2190
Pathway Financial Advisors
Vermont
-$301K -2,863 Closed
AIM
2191
Advyzon Investment Management
Illinois
-$270K -2,724 Closed
FA
2192
Fountainhead AM
New Jersey
-$210K -2,705 Closed
TNBTD
2193
Trustmark National Bank Trust Department
Mississippi
-$257K -2,594 Closed
CBA
2194
Coastal Bridge Advisors
Connecticut
-$255K -2,572 Closed
PWMG
2195
Pinnacle Wealth Management Group
Michigan
-$255K -2,570 Closed
TF
2196
Trek Financial
Arizona
-$251K -2,531 Closed
AFT
2197
Alpha Family Trust
California
-$242K -2,440 Closed
CFP
2198
Cascade Financial Partners
California
-$242K -2,436 Closed
IF
2199
IRON Financial
Illinois
-$241K -2,435 Closed
1WA
2200
180 Wealth Advisors
Washington
-$233K -2,348 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.