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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
NSB
2201
Norway Savings Bank
Maine
-$231K -2,329 Closed
RZH
2202
Relyea Zuckerberg Hanson
Connecticut
-$225K -2,268 Closed
KF
2203
Kelsey Financial
California
-$220K -2,221 Closed
AWM
2204
Aviso Wealth Management
Washington
-$219K -2,208 Closed
FMTC
2205
Farmers & Merchants Trust Company
California
-$219K -2,208 Closed
AWA
2206
A4 Wealth Advisors
North Carolina
-$216K -2,173 Closed
MHIC
2207
Marble Harbor Investment Counsel
Massachusetts
-$214K -2,155 Closed
EPI
2208
Eddie Patel Inc
Illinois
-$213K -2,144 Closed
BB
2209
Busey Bank
Illinois
-$212K -2,139 Closed
SAM
2210
Synergy Asset Management
Washington
-$208K -2,099 Closed
RLH
2211
RD Lewis Holdings
Florida
-$233K -2,081 Closed
GFP
2212
Gryphon Financial Partners
Ohio
-$206K -2,075 Closed
SWIG
2213
Strategic Wealth Investment Group
Kentucky
-$204K -2,058 Closed
MFG
2214
Magnus Financial Group
New York
-$204K -2,056 Closed
DLA
2215
Douglas Lane & Associates
New York
-$204K -2,054 Closed
TPI
2216
Trust Point Inc
Wisconsin
-$203K -2,045 Closed
CFA
2217
Capstone Financial Advisors
Illinois
-$201K -2,027 Closed
KNW
2218
Kesler Norman & Wride
Utah
-$200K -2,019 Closed
MAM
2219
Mystic Asset Management
Rhode Island
-$200K -2,019 Closed
SWM
2220
Selective Wealth Management
Virginia
-$215K -1,976 Closed
SM
2221
Sweeney & Michel
California
-$237K -1,972 Closed
SIM
2222
Sentry Investment Management
Wisconsin
-$187K -1,882 Closed
LCM
2223
Leisure Capital Management
California
-$186K -1,876 Closed
CIA
2224
Cape Investment Advisory
Georgia
-$183K -1,840 Closed
EWA
2225
EQ Wealth Advisors
Texas
-$126K -1,275 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.