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United Parcel Service

2,114 hedge funds and large institutions have $50.5B invested in United Parcel Service in 2025 Q2 according to their latest regulatory filings, with 168 funds opening new positions, 881 increasing their positions, 852 reducing their positions, and 232 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more call options, than puts

Call options by funds: $1.89B | Put options by funds: $1.7B

3% more repeat investments, than reductions

Existing positions increased: 881 | Existing positions reduced: 852

0.78% less ownership

Funds ownership: 68.79%68.01% (-0.78%)

4% less funds holding

Funds holding: 2,1992,114 (-85)

9% less capital invested

Capital invested by funds: $55.4B → $50.5B (-$4.89B)

14% less funds holding in top 10

Funds holding in top 10: 3631 (-5)

28% less first-time investments, than exits

New positions opened: 168 | Existing positions closed: 232

Holders
2,114
Holders Change
-85
Holders Change %
-3.87%
% of All Funds
27.83%
Holding in Top 10
31
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-13.89%
% of All Funds
0.41%
New
168
Increased
881
Reduced
852
Closed
232
Calls
$1.89B
Puts
$1.7B
Net Calls
+$187M
Net Calls Change
+$143M
Name Holding Trade Value Shares
Change
Change in
Stake
MT
276
Midwest Trust
Kansas
$11.6M +$11.3M +114,979 New
MIM
277
Marco Investment Management
Georgia
$11.5M -$206K -2,093 -2%
Loomis, Sayles & Company
278
Loomis, Sayles & Company
Massachusetts
$11.5M +$2.11M +21,434 +23%
BB
279
Bell Bank
North Dakota
$11.4M +$3.84M +39,069 +53%
SWM
280
Stockman Wealth Management
Montana
$11.4M +$1.37M +13,951 +14%
SC
281
Scotia Capital
Ontario, Canada
$11.3M +$354K +3,600 +3%
FCMC
282
Founders Capital Management (Connecticut)
Connecticut
$11.2M +$844K +8,579 +8%
PFSRSONJ
283
Police & Firemen's Retirement System of New Jersey
New Jersey
$11.2M +$486K +4,940 +5%
X
284
Xponance
Pennsylvania
$11.1M +$447K +4,547 +4%
O
285
Ossiam
France
$11.1M +$9.72M +98,779 +863%
PAG
286
Private Advisor Group
New Jersey
$11.1M -$529K -5,380 -5%
NYLIM
287
New York Life Investment Management
New York
$11.1M +$166K +1,684 +2%
Daiwa Securities Group
288
Daiwa Securities Group
Japan
$11.1M +$494K +5,019 +5%
IAIM
289
International Assets Investment Management
Florida
$11M +$102K +1,038 +1%
GIP
290
Greatmark Investment Partners
Georgia
$10.9M -$563K -5,718 -5%
MC
291
Mayar Capital
United Kingdom
$10.8M +$49.2K +500 +0.5%
WCM
292
Wedge Capital Management
North Carolina
$10.7M +$1.93M +19,589 +23%
SGK
293
Steigerwald Gordon & Koch
Virginia
$10.6M +$45.8K +466 +0.4%
SMDAM
294
Sumitomo Mitsui DS Asset Management
Japan
$10.6M +$278K +2,821 +3%
IC
295
IEQ Capital
California
$10.6M +$6.26M +63,629 +154%
YCM
296
Yousif Capital Management
Michigan
$10.5M -$4.03K -41 -0%
VMPIC
297
Varma Mutual Pension Insurance Co
Finland
$10.5M +$138K +1,400 +1%
Group One Trading
298
Group One Trading
Illinois
$10.4M +$6.51M +66,218 +178%
MML Investors Services
299
MML Investors Services
Massachusetts
$10.4M -$2.77M -28,142 -21%
EF
300
Empowered Funds
Pennsylvania
$10.3M -$4.72M -47,955 -32%

UPS Hedge Fund Activity: Q2 2025 in Review

2,114 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in United Parcel Service (UPS) for Q2 2025, worth a combined $50.5B — down 8.8% from $55.4B a quarter earlier.

Sellers outnumbered buyers: 232 funds closed out of UPS and 168 opened new positions — a net loss of 64 holders — while 852 trimmed existing stakes and 881 added.

The largest buyer was Victory Capital Management, adding an estimated $649M. The largest seller was Wellington Management Group, cutting an estimated $1.06B.

  • 2,114 institutional investors held United Parcel Service (UPS) as of Q2 2025, down from 2,199 in Q1 2025.
  • Funds reported $50.5B of United Parcel Service stock for Q2 2025, down 8.8% quarter-over-quarter.
  • 168 funds opened new United Parcel Service positions in Q2 2025 and 232 closed out, a net change of -64 holders.
  • The largest United Parcel Service buyer in Q2 2025 was Victory Capital Management, an estimated $649M added.
  • The largest United Parcel Service seller in Q2 2025 was Wellington Management Group, an estimated $1.06B sold.

Based on aggregated 13F filings for Q2 2025.