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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
TWC
601
TD Waterhouse Canada
Ontario, Canada
$3.07M +$211K +2,141 +8%
AM
602
Atwater Malick
Pennsylvania
$3.06M +$303K +3,077 +11%
SC
603
Stolper & Co
Oklahoma
$3.04M -$545K -5,539 -16%
IA
604
IFP Advisors
Florida
$3.03M +$2.11M +21,475 +253%
PWM
605
Perigon Wealth Management
California
$3.02M +$173K +1,755 +6%
PWC
606
PYA Waltman Capital
Tennessee
$3.02M +$489K +4,975 +20%
BDA
607
Borer Denton & Associates
Pennsylvania
$3.02M -$306K -3,108 -9%
MCM
608
Monarch Capital Management
Indiana
$3M +$1.77K +18 +0.1%
FCBT
609
First Citizens Bank & Trust
North Carolina
$3M +$2.16M +21,930 +281%
AIM
610
Achmea Investment Management
Netherlands
$2.99M -$1.35M -13,754 -32%
NSIM
611
North Star Investment Management
Illinois
$2.99M -$175K -1,776 -6%
SIG
612
Sky Investment Group
Connecticut
$2.98M -$294K -2,989 -9%
MG
613
Mather Group
Illinois
$2.98M +$424K +4,307 +17%
HH
614
Hilltop Holdings
Texas
$2.97M +$97.7K +993 +3%
Fidelity International
615
Fidelity International
Bermuda
$2.95M +$196K +1,995 +7%
AWA
616
Arkadios Wealth Advisors
Georgia
$2.94M +$140K +1,421 +5%
CGH
617
CMG Global Holdings
Texas
$2.94M -$1.1M -11,186 -28%
VA
618
Vident Advisory
Georgia
$2.93M +$283K +2,877 +11%
MC
619
Machina Capital
France
$2.92M +$1.14M +11,595 +67%
AFG
620
Albion Financial Group
Utah
$2.91M +$15.1K +153 +0.5%
FNB
621
Farmers National Bank
Kentucky
$2.9M -$25.3K -257 -0.9%
SWMG
622
Signature Wealth Management Group
Georgia
$2.88M +$50.6K +514 +2%
MPWT
623
MassMutual Private Wealth & Trust
Connecticut
$2.87M -$206K -2,091 -7%
ALMGDA
624
AG2R La Mondiale Gestion d'Actifs
France
$2.85M +$78.1K +794 +3%
CTA
625
Colonial Trust Advisors
South Carolina
$2.85M +$2.53M +25,692 +1,018%

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.