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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
KFC
651
Klingenstein Fields & Co
New York
$2.67M -$167K -1,698 -6%
PA
652
Pinnacle Associates
New York
$2.66M -$2.38M -24,220 -48%
MGP
653
Metis Global Partners
California
$2.66M -$499K -5,076 -16%
CIA
654
Cohen Investment Advisors
New Hampshire
$2.65M +$460K +4,680 +22%
IAA
655
Independence Asset Advisors
Pennsylvania
$2.65M +$2.58M +26,231 New
CA
656
Clearstead Advisors
Ohio
$2.65M -$77.5K -788 -3%
WIC
657
Woodmont Investment Counsel
Tennessee
$2.64M -$5.1M -51,858 -66%
QT
658
Quantbot Technologies
New York
$2.64M +$2.58M +26,181 New
KFP
659
KMG Fiduciary Partners
Ohio
$2.64M +$197 +2 +0%
OAC
660
OMERS Administration Corp
Ontario, Canada
$2.63M
FMII
661
Farmers & Merchants Investments Inc
Nebraska
$2.63M -$111K -1,130 -4%
BAM
662
Blueshift Asset Management
New Jersey
$2.63M +$1.9M +19,309 +287%
MAWA
663
Moss Adams Wealth Advisors
Washington
$2.63M +$142K +1,444 +6%
NI
664
Natural Investments
California
$2.63M +$96.2K +978 +4%
KIM
665
Kestra Investment Management
Texas
$2.62M +$1.08M +10,972 +80%
FRA
666
Frank Rimerman Advisors
California
$2.62M +$483K +4,907 +23%
DGM
667
Delta Global Management
New York
$2.6M +$2.54M +25,786 New
BCM
668
Brookmont Capital Management
Texas
$2.59M -$59.5K -605 -2%
SA
669
SAM Advisors
California
$2.59M +$206K +2,098 +9%
BFG
670
Beacon Financial Group
Texas
$2.59M -$182K -1,847 -7%
JF
671
Jump Financial
Illinois
$2.56M +$6K +61 +0.2%
CWS
672
Cypress Wealth Services
California
$2.56M -$8.95K -91 -0.4%
EF
673
Empirical Finance
Pennsylvania
$2.55M +$16K +163 +0.6%
FC
674
FORA Capital
Florida
$2.55M +$2.1M +21,388 +553%
JCM
675
Jacobi Capital Management
Pennsylvania
$2.54M +$240K +2,438 +11%

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.