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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
IBOK
726
Independence Bank of Kentucky
Kentucky
$2.2M +$96.6K +982 +5%
TRCT
727
Tower Research Capital (TRC)
New York
$2.18M -$228K -2,319 -10%
AIS
728
AM Investment Strategies
Tennessee
$2.18M -$76K -772 -3%
QFW
729
QTR Family Wealth
Florida
$2.18M -$117K -1,193 -5%
BA
730
Bristlecone Advisors
Washington
$2.16M -$1.4M -14,221 -40%
PMG
731
ProVise Management Group
Florida
$2.15M -$191K -1,940 -8%
MC
732
Maverick Capital
Texas
$2.15M +$2.1M +21,314 New
BE
733
Bonness Enterprises
District of Columbia
$2.13M
SS
734
Sunbelt Securities
Texas
$2.13M +$351K +3,572 +27%
FC
735
Forte Capital
New York
$2.12M +$113K +1,153 +6%
RFM
736
Royal Fund Management
Florida
$2.11M +$79K +803 +4%
HAG
737
HF Advisory Group
Maryland
$2.11M +$754K +7,668 +58%
CNBT
738
Canandaigua National Bank & Trust
New York
$2.1M +$825K +8,387 +67%
ECM
739
Everence Capital Management
Indiana
$2.1M -$54.1K -550 -3%
PFA
740
Pure Financial Advisors
California
$2.1M -$1.28K -13 -0.1%
AIMA
741
Ables Iannone Moore & Associates
Georgia
$2.08M +$620K +6,301 +44%
MP
742
McDonald Partners
Ohio
$2.06M -$552K -5,606 -22%
HIS
743
Harvest Investment Services
Illinois
$2.06M +$110K +1,119 +6%
SYBT
744
Stock Yards Bank & Trust
Kentucky
$2.06M -$170K -1,727 -8%
ICM
745
Islay Capital Management
Texas
$2.06M -$36.9K -375 -2%
ATC
746
Argent Trust Co
Tennessee
$2.06M -$3.94M -40,043 -66%
PFPT
747
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.05M -$7.16M -72,822 -78%
WT
748
Whittier Trust
California
$2.05M -$306K -3,111 -13%
DAS
749
Dynamic Advisor Solutions
Arizona
$2.05M -$126K -1,283 -6%
IFG
750
Independent Financial Group
California
$2.02M +$607K +6,172 +45%

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.