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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
MIA
626
MainStreet Investment Advisors
Illinois
$2.85M -$246K -2,496 -8%
FAF
627
Fjarde Ap-fonden
Sweden
$2.84M +$495K +5,033 +22%
Nomura Holdings
628
Nomura Holdings
Japan
$2.84M -$2.49M -25,302 -47%
GI
629
GLOBALT Investments
Georgia
$2.83M -$172K -1,745 -6%
VFA
630
Valeo Financial Advisors
Indiana
$2.8M +$350K +3,554 +15%
OIA
631
OneDigital Investment Advisors
Kansas
$2.78M -$125K -1,275 -4%
HCM
632
Horrell Capital Management
Arkansas
$2.77M +$58.7K +597 +2%
CW
633
CreativeOne Wealth
Kansas
$2.77M +$1.23M +12,539 +84%
ACM
634
Argyle Capital Management
Pennsylvania
$2.77M
CK
635
Cohen Klingenstein
New York
$2.76M -$142K -1,447 -5%
BLAM
636
Bourne Lent Asset Management
New York
$2.75M +$182K +1,850 +7%
OSNBOA
637
Old Second National Bank of Aurora
Illinois
$2.75M +$2.64M +26,805 +6,120%
UAS
638
United Asset Strategies
New York
$2.74M +$291K +2,959 +12%
HAG
639
HighPoint Advisor Group
Illinois
$2.74M -$24.1K -245 -0.9%
BFG
640
Bleakley Financial Group
New Jersey
$2.74M -$130K -1,324 -5%
II
641
Inspire Investing
Idaho
$2.73M +$2.66M +27,031 New
SF
642
Summit Financial
New Jersey
$2.73M -$354K -3,598 -12%
MCB
643
Morton Community Bank
Illinois
$2.73M +$119K +1,210 +5%
WAC
644
William Allan Corp
Colorado
$2.72M -$310K -3,146 -10%
BF
645
BOK Financial
Oklahoma
$2.71M +$304K +3,090 +13%
VCM
646
Vision Capital Management
Oregon
$2.7M -$5.21K -53 -0.2%
ACM
647
Advisors Capital Management
New Jersey
$2.69M -$33.2M -337,360 -93%
EP
648
Edgestream Partners
New Jersey
$2.69M -$1.17M -11,892 -31%
OIM
649
Opus Investment Management
Massachusetts
$2.69M
LWM
650
LongView Wealth Management
Georgia
$2.68M -$26.1K -265 -1%

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.