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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
ACM
2226
Aster Capital Management
United Arab Emirates
-$165K -1,502 Closed
WSFG
2227
Wall Street Financial Group
Illinois
-$141K -1,437 Closed
BOJHT
2228
Bank of Jackson Hole Trust
Wyoming
-$114K -1,155 Closed
SOAMC
2229
Spirit of America Management Corp
New York
-$103K -1,050 Closed
SC
2230
Solstein Capital
California
-$94.4K -960 Closed
AGWCA
2231
Annis Gardner Whiting Capital Advisors
Florida
-$83.1K -845 Closed
TWM
2232
TopTier Wealth Management
Wisconsin
-$65.8K -669 Closed
SMFG
2233
Sumitomo Mitsui Financial Group
Japan
-$59K -600 Closed
MIFH
2234
Migdal Insurance & Financial Holdings
Israel
-$56K -569 Closed
SA
2235
Scarborough Advisors
Maryland
-$55.1K -560 Closed
GAA
2236
Global Assets Advisory
Florida
-$46.3K -471 Closed
TPWA
2237
Twin Peaks Wealth Advisors
California
-$43.2K -439 Closed
CAM
2238
Chesapeake Asset Management
New York
-$33.9K -345 Closed
LWMI
2239
Legacy Wealth Management (Idaho)
Idaho
-$30.4K -309 Closed
S
2240
Sachetta
Massachusetts
-$29.9K -304 Closed
FWM
2241
Focused Wealth Management
New York
-$29K -294 Closed
HC
2242
Hurley Capital
New York
-$26.6K -271 Closed
TGY2IT
2243
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
-$25.7K -261 Closed
MTIC
2244
Missouri Trust & Investment Company
Missouri
-$23.1K -235 Closed
OWA
2245
Opal Wealth Advisors
New York
-$20.2K -205 Closed
FFL
2246
Financial Freedom LLC
Ohio
-$16.6K -169 Closed
WOSD
2247
WFA of San Diego
California
-$15.2K -155 Closed
CFG
2248
Clayton Financial Group
Missouri
-$14.3K -145 Closed
SWP
2249
SIMA Wealth Partners
Virginia
-$11K -112 Closed
MWM
2250
Magnolia Wealth Management
Alabama
-$9.84K -100 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.