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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
CAPTRUST Financial Advisors
376
CAPTRUST Financial Advisors
North Carolina
$7.22M -$17K -173 -0.2%
VWA
377
Visionary Wealth Advisors
Illinois
$7.19M +$655K +6,659 +10%
CCB
378
Country Club Bank
Missouri
$7.15M -$380K -3,867 -5%
P
379
&Partners
Tennessee
$7.14M -$1.06M -10,758 -13%
AssetMark Inc
380
AssetMark Inc
California
$7.08M -$2.26M -23,017 -25%
Fifth Third Bancorp
381
Fifth Third Bancorp
Ohio
$7.03M -$6.71M -68,180 -49%
OC
382
Oppenheimer & Co
New York
$6.96M +$655K +6,661 +11%
AC
383
Addenda Capital
Quebec, Canada
$6.94M +$1.33M +13,539 +25%
LCM
384
Logan Capital Management
Pennsylvania
$6.89M -$3.19M -32,474 -32%
A
385
Allianz
Germany
$6.87M -$122K -1,241 -2%
LOPW
386
Live Oak Private Wealth
North Carolina
$6.85M +$184K +1,868 +3%
First Manhattan
387
First Manhattan
New York
$6.85M -$794K -8,074 -11%
Walleye Trading
388
Walleye Trading
New York
$6.83M -$4.11M -41,791 -38%
Envestnet Portfolio Solutions
389
Envestnet Portfolio Solutions
Illinois
$6.82M +$2.04M +20,704 +44%
NC
390
NewSquare Capital
Pennsylvania
$6.75M +$320K +3,253 +5%
SIG
391
Stonegate Investment Group
Alabama
$6.68M -$56.1M -570,052 -90%
MMA
392
Miracle Mile Advisors
California
$6.64M -$47.2K -480 -0.7%
BHCM
393
Brevan Howard Capital Management
Jersey
$6.62M +$6.46M +65,626 New
SCA
394
Snowden Capital Advisors
New York
$6.62M +$137K +1,389 +2%
CIBC World Market
395
CIBC World Market
Ontario, Canada
$6.57M +$597K +6,064 +10%
NIM
396
NEOS Investment Management
Connecticut
$6.54M +$1.25M +12,742 +25%
UAG
397
United Advisor Group
Ohio
$6.5M +$110K +1,123 +2%
AAIS
398
ABN AMRO Investment Solutions
$6.45M -$209K -2,121 -3%
KP
399
Kiltearn Partners
United Kingdom
$6.42M +$1.22M +12,400 +24%
OPERF
400
Oregon Public Employees Retirement Fund
Oregon
$6.39M +$49.2K +500 +0.8%

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.