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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
SC
476
Skylands Capital
Wisconsin
$4.89M -$167K -1,700 -3%
BL
477
BCWM LLC
Kansas
$4.86M +$1.2M +12,202 +34%
APP
478
Avantax Planning Partners
Iowa
$4.79M +$491K +4,990 +12%
RP
479
Rowlandmiller & Partners
Georgia
$4.78M +$275K +2,793 +6%
CIA
480
Concurrent Investment Advisors
Florida
$4.78M +$50K +508 +1%
Koshinski Asset Management
481
Koshinski Asset Management
Illinois
$4.77M +$10.6K +108 +0.2%
KFP
482
Keystone Financial Planning
Ohio
$4.77M
NGA
483
Naples Global Advisors
Florida
$4.76M -$268K -2,724 -5%
MCM
484
Massar Capital Management
Connecticut
$4.76M +$3.67M +37,264 +378%
WA
485
Wambolt & Associates
Colorado
$4.75M -$2.66K -27 -0.1%
CRI
486
Commonwealth Retirement Investments
Virginia
$4.73M +$1.24M +12,582 +37%
TH
487
TCTC Holdings
Texas
$4.73M -$1.81M -18,438 -28%
KRS
488
Kentucky Retirement Systems
Kentucky
$4.72M -$301K -3,062 -6%
ABC
489
Associated Banc-Corp
Wisconsin
$4.71M -$3.27M -33,232 -42%
WC
490
Woodstock Corp
Massachusetts
$4.65M -$65.4K -665 -1%
LIM
491
Lathrop Investment Management
Arkansas
$4.63M -$1.04M -10,531 -19%
S
492
SignatureFD
Georgia
$4.63M +$33.9K +345 +0.8%
MDCM
493
Morgan Dempsey Capital Management
Wisconsin
$4.62M -$42K -427 -0.9%
CIAS
494
Capital Investment Advisory Services
North Carolina
$4.6M +$1.17M +11,920 +35%
TC
495
TownSquare Capital
Utah
$4.55M -$7.86M -79,899 -64%
FNBOO
496
First National Bank of Omaha
Nebraska
$4.54M -$168K -1,705 -4%
AWM
497
Apollon Wealth Management
South Carolina
$4.51M -$16K -163 -0.4%
CA
498
Cornerstone Advisors
North Carolina
$4.48M +$1.21M +12,300 +38%
HIMCH
499
Hartford Investment Management Co (HIMCO)
Connecticut
$4.46M -$45K -457 -1%
NEI
500
Northwest & Ethical Investments
Ontario, Canada
$4.43M +$1.68M +17,084 +64%

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.