United Parcel Service
UPS
2,099 hedge funds and large institutions have $49.7B invested in United Parcel Service in 2026 Q1 according to their latest regulatory filings, with 181 funds opening new positions, 932 increasing their positions, 753 reducing their positions, and 156 closing their positions.
24% more repeat investments, than reductions
Existing positions increased: 932 | Existing positions reduced: 753
16% more first-time investments, than exits
New positions opened: 181 | Existing positions closed: 156
13% more call options, than puts
Call options by funds: $1.88B | Put options by funds: $1.66B
1% less funds holding
Funds holding: 2,115 → 2,099 (-16)
1% less ownership
Funds ownership: 68.4% → 67.41% (-1%)
1% less capital invested
Capital invested by funds: $50.2B → $49.7B (-$512M)
3% less funds holding in top 10
Funds holding in top 10: 34 → 33 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$490M |
| 2 |
Morgan Stanley
New York
|
+$198M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$197M |
| 4 |
CB
Commerce Bank
Kansas City,
Missouri
|
+$184M |
| 5 |
Franklin Resources
San Mateo,
California
|
+$149M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
-$539M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
-$298M |
| 3 |
VanEck Associates
New York
|
-$208M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$138M |
| 5 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$108M |
UPS Hedge Fund Activity: Q1 2026 in Review
2,099 of the 8,132 institutional investors tracked by Wall St. Rank reported a position in United Parcel Service (UPS) for Q1 2026, worth a combined $49.7B — down 1% from $50.2B a quarter earlier.
Buyers outnumbered sellers: 181 funds opened new UPS positions and 156 closed out — a net gain of 25 holders — while 932 added to existing stakes and 753 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $490M. The largest seller was Charles Schwab, cutting an estimated $539M.
- 2,099 institutional investors held United Parcel Service (UPS) as of Q1 2026, down from 2,115 in Q4 2025.
- Funds reported $49.7B of United Parcel Service stock for Q1 2026, down 1% quarter-over-quarter.
- 181 funds opened new United Parcel Service positions in Q1 2026 and 156 closed out, a net change of +25 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.