We are live on ! Find out more
UPS icon

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
IWC
451
Integrated Wealth Concepts
Massachusetts
$5.43M +$628K +6,382 +13%
MFG
452
Monte Financial Group
Connecticut
$5.43M +$121K +1,231 +2%
GWI
453
Grace & White Inc
New York
$5.42M
SWP
454
Stratos Wealth Partners
Ohio
$5.42M -$1.96M -19,958 -27%
Neuberger Berman Group
455
Neuberger Berman Group
New York
$5.37M +$620K +6,302 +13%
GH
456
GAM Holding
Switzerland
$5.36M +$20.2K +205 +0.4%
UM
457
UniSuper Management
Australia
$5.3M +$78.6K +799 +2%
SAM
458
Sompo Asset Management
Japan
$5.28M -$32.5K -330 -0.6%
BBHC
459
Brown Brothers Harriman & Co
New York
$5.27M -$1.46M -14,884 -22%
PSP
460
Principal Street Partners
Tennessee
$5.26M +$440K +4,477 +9%
LW
461
Linscomb Wealth
Texas
$5.23M +$72.7K +739 +1%
BAMF
462
BI Asset Management Fondsmaeglerselskab
Denmark
$5.2M -$4.77M -48,511 -49%
AAA
463
Adams Asset Advisors
Texas
$5.2M +$1.05M +10,711 +26%
AI
464
Atria Investments
North Carolina
$5.19M -$406K -4,123 -7%
BCM
465
Birch Capital Management
Texas
$5.19M -$3.94K -40 -0.1%
WF
466
Welch & Forbes
Massachusetts
$5.12M -$262K -2,659 -5%
MSU
467
Mizuho Securities USA
New York
$5.12M -$773K -7,854 -13%
AWM
468
AE Wealth Management
Kansas
$5.02M +$481K +4,885 +11%
FC
469
Fusion Capital
South Carolina
$5.02M +$277K +2,812 +6%
PI
470
PFG Investments
New York
$4.97M -$12.1K -123 -0.2%
CB
471
Community Bank
New York
$4.93M +$553K +5,617 +13%
TAM
472
Tocqueville Asset Management
New York
$4.92M +$2.07M +21,080 +76%
ISB
473
Iowa State Bank
Iowa
$4.91M -$774K -7,865 -14%
IA
474
Intellus Advisors
Florida
$4.91M +$492 +5 +0%
VVP
475
Venture Visionary Partners
Ohio
$4.89M +$2.35M +23,935 +98%

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.