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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
AIMCA
501
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$4.41M +$2.49M +25,300 +138%
ACM
502
Altrius Capital Management
North Carolina
$4.41M +$4.3M +43,657 New
SXL
503
Summit X LLC
Missouri
$4.4M +$2.36M +23,943 +122%
AWS
504
Arkfeld Wealth Strategies
Nebraska
$4.38M +$244K +2,477 +6%
VIM
505
Vinva Investment Management
Australia
$4.34M +$714K +7,257 +20%
CAM
506
Columbia Asset Management
Michigan
$4.33M -$106K -1,078 -2%
ASN
507
Advisory Services Network
Georgia
$4.32M +$124K +1,264 +3%
BRM
508
Boston Research & Management
Massachusetts
$4.3M +$291K +2,953 +7%
PAA
509
Peregrine Asset Advisers
Oregon
$4.29M +$4.18M +42,451 New
MPI
510
Mairs & Power Inc
Minnesota
$4.27M -$606K -6,155 -13%
AWAG
511
ARS Wealth Advisors Group
Florida
$4.27M +$355K +3,607 +9%
HCMT
512
Highland Capital Management (Tennessee)
Tennessee
$4.26M +$2.16M +21,940 +108%
SIA
513
Soltis Investment Advisors
Utah
$4.23M +$476K +4,841 +13%
IAA
514
Independent Advisor Alliance
North Carolina
$4.23M +$249K +2,530 +6%
NB
515
Norinchukin Bank
Japan
$4.22M +$217K +2,204 +6%
RMC
516
Resources Management Corp
Connecticut
$4.22M -$753K -7,649 -15%
IWM
517
Iams Wealth Management
Nebraska
$4.21M +$76.4K +777 +2%
GC
518
Gilbert & Cook
Iowa
$4.16M +$177K +1,801 +5%
MPAM
519
Murphy Pohlad Asset Management
Minnesota
$4.15M +$193K +1,965 +5%
WW
520
Waterfront Wealth
Kansas
$4.15M +$984 +10 +0%
BIG
521
Builder Investment Group
Georgia
$4.14M -$38.3K -389 -0.9%
MCM
522
MAI Capital Management
Ohio
$4.13M -$1.03M -10,513 -20%
FNT
523
First National Trust
Pennsylvania
$4.09M -$23.7K -241 -0.6%
BCCM
524
Bridge Creek Capital Management
Massachusetts
$4.09M +$344K +3,494 +9%
BCM
525
Bayesian Capital Management
New York
$4.09M +$3.98M +40,476 New

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.