We are live on ! Find out more
UPS icon

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
SWGC
851
Summit Wealth Group (Colorado)
Colorado
$1.61M +$1.57M +15,923 New
SMA
852
Sage Mountain Advisors
Georgia
$1.61M -$47.1K -479 -3%
AAM
853
Auxier Asset Management
Oregon
$1.6M +$21.6K +220 +1%
SC
854
Sawyer & Company
Massachusetts
$1.6M -$622K -6,322 -30%
FB
855
Fulton Bank
Pennsylvania
$1.6M -$226K -2,297 -13%
CI
856
Ceera Investments
Texas
$1.59M +$125K +1,269 +9%
AWA
857
Arete Wealth Advisors
Illinois
$1.58M -$585K -5,946 -27%
KA
858
Kintegral Advisory
New York
$1.58M -$2.46K -25 -0.2%
MGWM
859
Marks Group Wealth Management
Minnesota
$1.58M -$321K -3,261 -17%
UB
860
UMB Bank
Missouri
$1.58M -$825K -8,387 -35%
MWM
861
Maltin Wealth Management
New Jersey
$1.58M -$40.8K -415 -3%
TW
862
TritonPoint Wealth
Maryland
$1.58M -$502K -5,102 -25%
TFA
863
Teamwork Financial Advisors
Texas
$1.57M +$392K +3,988 +34%
MASUI
864
MIRAE ASSET SECURITIES (USA) INC.
New York
$1.57M +$1.53M +15,540 New
SGCA
865
Steel Grove Capital Advisors
Tennessee
$1.56M +$91.7K +932 +6%
VI
866
Vestcor Inc
New Brunswick, Canada
$1.55M +$184K +1,874 +14%
BS
867
Banco Santander
Spain
$1.55M +$167K +1,696 +12%
ST
868
Spinnaker Trust
Maine
$1.55M +$78.9K +802 +6%
RCM
869
Radnor Capital Management
Pennsylvania
$1.54M -$27.1K -275 -2%
BAM
870
Boyar Asset Management
New York
$1.54M -$79K -803 -5%
QCG
871
Quadrant Capital Group
Ohio
$1.53M +$149K +1,513 +11%
CPRC
872
Consolidated Portfolio Review Corp
New York
$1.53M +$104K +1,054 +7%
PP
873
Postrock Partners
Oregon
$1.52M +$1.49M +15,101 New
SWP
874
Sagespring Wealth Partners
Tennessee
$1.52M -$508K -5,164 -26%
TI
875
TrueMark Investments
Illinois
$1.52M -$278K -2,821 -16%

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.