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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
MPPW
776
Mitchell & Pahl Private Wealth
Oklahoma
$1.92M +$106K +1,079 +6%
AFG
777
Atomi Financial Group
New York
$1.92M +$373K +3,791 +25%
AUB
778
Atlantic Union Bankshares
Virginia
$1.91M -$21.7K -221 -1%
CWP
779
Cyndeo Wealth Partners
Florida
$1.91M -$4.91M -49,882 -72%
MTC
780
McDaniel Terry & Co
Texas
$1.91M -$69.4K -705 -4%
TAIM
781
Te Ahumairangi Investment Management
New Zealand
$1.91M +$364K +3,700 +24%
SPC
782
Sigma Planning Corp
Michigan
$1.9M +$200K +2,029 +12%
ACA
783
Aptus Capital Advisors
Alabama
$1.9M +$543K +5,522 +42%
CCP
784
Carmel Capital Partners
California
$1.9M +$243K +2,469 +15%
EWA
785
Exencial Wealth Advisors
Oklahoma
$1.89M +$521K +5,296 +39%
ATPW
786
Ashton Thomas Private Wealth
Arizona
$1.88M -$328K -3,336 -15%
Acadian Asset Management
787
Acadian Asset Management
Massachusetts
$1.88M -$765K -7,775 -29%
RCAG
788
Rehmann Capital Advisory Group
Michigan
$1.87M -$36K -366 -2%
CCM
789
Cox Capital Management
Massachusetts
$1.87M -$24.7K -251 -1%
GLF
790
Groupe la Francaise
France
$1.87M -$4.92K -50 -0.3%
AIM
791
Aigen Investment Management
New York
$1.87M +$1.82M +18,500 New
SC
792
Searle & Co
Connecticut
$1.87M +$143K +1,450 +9%
LF
793
Lantz Financial
Illinois
$1.86M +$173K +1,754 +11%
AL
794
Arnhold LLC
New York
$1.85M
GAM
795
Groupama Asset Management
France
$1.85M +$42.4K +431 +2%
SG
796
StoneX Group
New York
$1.85M -$15.9K -162 -0.9%
SSCM
797
Sovereign's Capital Management
Georgia
$1.84M +$113K +1,152 +7%
WS
798
Wedbush Securities
California
$1.83M +$17.5K +178 +1%
PFA
799
Pathway Financial Advisers
Indiana
$1.83M -$2.95K -30 -0.2%
APC
800
Aspire Private Capital
North Carolina
$1.82M +$98 +1 +0%

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.