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
GSEP
2201
Golden State Equity Partners
California
-$397K -4,030 Closed
FI
2202
Finivi Inc
Massachusetts
-$383K -3,893 Closed
LHWM
2203
Lake Hills Wealth Management
Texas
-$379K -3,849 Closed
SWM
2204
Shakespeare Wealth Management
Wisconsin
-$376K -3,825 Closed
CPW
2205
Crestmont Private Wealth
Texas
-$329K -3,348 Closed
TVAMP
2206
Tennessee Valley Asset Management Partners
Tennessee
-$320K -3,253 Closed
CMTU
2207
Capital Markets Trading (UK)
United Kingdom
-$327K -3,147 Closed
PAG
2208
Poinciana Advisors Group
Florida
-$304K -3,087 Closed
PFM
2209
Patton Fund Management
Texas
-$279K -2,838 Closed
Connor, Clark & Lunn Investment Management (CC&L)
2210
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$268K -2,729 Closed
WWC
2211
Waypoint Wealth Counsel
Georgia
-$267K -2,709 Closed
SEM
2212
Suncoast Equity Management
Florida
-$261K -2,652 Closed
G
2213
GenTrust
Florida
-$259K -2,631 Closed
WIC
2214
Water Island Capital
New York
-$248K -2,520 Closed
SVWAG
2215
Sound View Wealth Advisors Group
Georgia
-$238K -2,422 Closed
MYLI
2216
Meiji Yasuda Life Insurance
Japan
-$230K -2,340 Closed
SMH
2217
Sanders Morris Harris
Texas
-$225K -2,290 Closed
BCP
2218
Blue Chip Partners
Michigan
-$220K -2,239 Closed
EC
2219
Eaton-Cambridge
Arizona
-$216K -2,200 Closed
TFA
2220
Teamwork Financial Advisors
Texas
-$209K -2,123 Closed
EIP
2221
Ellis Investment Partners
Pennsylvania
-$208K -2,111 Closed
AC
2222
AlphaCore Capital
California
-$199K -2,020 Closed
LW
2223
Lauer Wealth
Indiana
-$203K -2,016 Closed
YDMI
2224
Y.D. More Investments
Israel
-$161K -1,700 Closed
AGA
2225
Arkos Global Advisors
Texas
-$154K -1,564 Closed

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.