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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
NP
801
NorthRock Partners
Minnesota
$1.82M +$660K +6,711 +59%
P
802
Pitcairn
Pennsylvania
$1.81M -$106K -1,075 -6%
IMCOOI
803
Investment Management Corp of Ontario (IMCO)
Canada
$1.81M -$266K -2,700 -13%
KWA
804
Kingswood Wealth Advisors
California
$1.81M -$12.5K -127 -0.7%
OIM
805
Orca Investment Management
Oregon
$1.81M +$309K +3,144 +21%
TCOV
806
Trust Company of Vermont
Vermont
$1.81M +$36.4K +370 +2%
WSFS
807
Wilmington Savings Fund Society
Delaware
$1.81M -$197K -2,005 -10%
BJL
808
Brighton Jones LLC
Washington
$1.81M +$447K +4,541 +34%
MWM
809
Marion Wealth Management
Pennsylvania
$1.81M
NFG
810
Norris Financial Group
South Carolina
$1.8M +$223K +2,264 +15%
GIA
811
GHP Investment Advisors
Colorado
$1.79M -$125K -1,273 -7%
SWM
812
Sculati Wealth Management
Michigan
$1.79M -$4.03K -41 -0.2%
GWM
813
Glass Wealth Management
Texas
$1.78M -$193K -1,965 -10%
HFS
814
Hantz Financial Services
Michigan
$1.78M -$2.95K -30 -0.2%
BWG
815
Boomfish Wealth Group
Georgia
$1.77M +$3.15K +32 +0.2%
BCV
816
Banque Cantonale Vaudoise
Switzerland
$1.75M +$436K +4,436 +34%
PL
817
Perpetual Ltd
Australia
$1.75M -$27.2K -276 -2%
CM
818
Caption Management
Oklahoma
$1.75M +$550K +5,590 +48%
BIA
819
Beacon Investment Advisors
Maryland
$1.74M +$21.1K +214 +1%
GWM
820
Geneos Wealth Management
Colorado
$1.74M -$171K -1,736 -9%
AWCI
821
Alpine Woods Capital Investors
New York
$1.73M +$581K +5,907 +52%
Hudson Bay Capital Management
822
Hudson Bay Capital Management
Connecticut
$1.72M +$906K +9,208 +117%
VNIM
823
Vaughan Nelson Investment Management
Texas
$1.71M
SC
824
Savoie Capital
Illinois
$1.71M
ZIG
825
Zullo Investment Group
Pennsylvania
$1.7M -$104K -1,059 -6%

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.