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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
AA
551
Advisory Alpha
Michigan
$3.67M +$220K +2,238 +7%
TC
552
Truvestments Capital
Florida
$3.67M -$103K -1,048 -3%
LBC
553
Lowe Brockenbrough & Co
Virginia
$3.64M -$122K -1,237 -3%
ITC
554
Inspire Trust Company
Nevada
$3.63M
NB
555
Northwest Bancshares
Pennsylvania
$3.63M +$237K +2,405 +7%
DFCM
556
Dark Forest Capital Management
Puerto Rico
$3.63M +$2.83M +28,728 +400%
BHWM
557
Bar Harbor Wealth Management
New Hampshire
$3.62M -$3.32M -33,728 -48%
PCA
558
Providence Capital Advisors
North Carolina
$3.62M +$942K +9,575 +36%
MSRPS
559
Maryland State Retirement & Pension System
Maryland
$3.6M +$156K +1,587 +5%
WI
560
WBI Investments
New Jersey
$3.59M -$1.23M -12,491 -26%
VT
561
Vise Technologies
New York
$3.58M +$3.49M +35,473 New
STA
562
Summit Trail Advisors
New York
$3.58M +$3.49M +35,466 New
AG
563
Ascent Group
Virginia
$3.55M +$1.18M +11,969 +52%
EWA
564
EP Wealth Advisors
California
$3.51M +$407K +4,137 +13%
PP
565
PDS Planning
Ohio
$3.51M +$13K +132 +0.4%
BONH
566
Bank of New Hampshire
New Hampshire
$3.49M +$3.44K +35 +0.1%
WIA
567
Wealthedge Investment Advisors
New York
$3.47M +$457K +4,647 +16%
NMERB
568
New Mexico Educational Retirement Board
New Mexico
$3.45M
VCA
569
Verdence Capital Advisors
Maryland
$3.44M -$2.02M -20,511 -38%
RB
570
Rodgers Brothers
Pennsylvania
$3.44M +$891K +9,056 +36%
ERSOT
571
Employees Retirement System of Texas
Texas
$3.43M +$3.34M +33,944 New
Allspring Global Investments
572
Allspring Global Investments
North Carolina
$3.41M -$5.91M -60,075 -65%
RCA
573
Riverview Capital Advisers
Massachusetts
$3.38M +$144K +1,467 +5%
TPCW
574
TD Private Client Wealth
New York
$3.37M +$138K +1,407 +4%
ECM
575
Eisler Capital Management
United Kingdom
$3.35M -$1.9M -19,354 -37%

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.