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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
FPF
676
First Pacific Financial
Washington
$2.53M +$2.41M +24,522 +4,185%
CAIM
677
Catherine Avery Investment Management
Florida
$2.53M +$332K +3,377 +16%
DI
678
DKRT Investments
$2.52M +$2.46M +25,000 New
CCM
679
Chiron Capital Management
Florida
$2.52M +$281K +2,858 +13%
CCM
680
Collar Capital Management
Wisconsin
$2.51M +$2.45M +24,871 New
DILIC
681
Dai-ichi Life Insurance Company
Japan
$2.51M -$674K -6,849 -22%
LWANC
682
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.5M +$320K +3,252 +15%
III
683
Independent Investors Inc
New York
$2.49M
NHC
684
Nicholas Hoffman & Company
Georgia
$2.49M +$452K +4,599 +23%
GAM
685
Griffin Asset Management
New York
$2.48M -$99.9K -1,015 -4%
DAM
686
Doheny Asset Management
California
$2.46M -$129K -1,315 -5%
EF
687
Exeter Financial
Arizona
$2.45M +$140K +1,427 +6%
CCMINC
688
Cardinal Capital Management Inc (North Carolina)
North Carolina
$2.44M +$52.4K +533 +2%
LOAMS
689
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.43M +$616K +6,263 +35%
RAG
690
RIA Advisory Group
Iowa
$2.43M +$2.12M +21,564 +867%
AHC
691
Anderson Hoagland & Co
Missouri
$2.41M -$224K -2,273 -9%
PBC
692
Pavion Blue Capital
California
$2.41M -$11.7K -119 -0.5%
Wolverine Trading
693
Wolverine Trading
Illinois
$2.4M +$1.96M +19,923 +518%
PS
694
Principal Securities
Iowa
$2.39M -$1.83M -18,555 -44%
SLG
695
Stanley-Laman Group
Pennsylvania
$2.39M -$231K -2,347 -9%
NMIMC
696
Northwestern Mutual Investment Management Company
Wisconsin
$2.36M +$14.3K +145 +0.6%
SW
697
SkyOak Wealth
Michigan
$2.36M +$336K +3,417 +17%
ORG
698
Optimist Retirement Group
Washington
$2.35M +$371K +3,775 +19%
LS
699
Leelyn Smith
Illinois
$2.35M +$131K +1,330 +6%
WFMPM
700
Woodley Farra Manion Portfolio Management
Indiana
$2.33M +$64.5K +656 +3%

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.