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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
AAIM
876
American Assets Investment Management
California
$1.51M
CANC
877
Culbertson A N & Co
Virginia
$1.51M -$1.46M -14,883 -50%
BHIA
878
Birch Hill Investment Advisors
Massachusetts
$1.51M -$549K -5,580 -27%
BCP
879
Berkeley Capital Partners
Georgia
$1.51M +$603K +6,133 +70%
LRWA
880
Long Run Wealth Advisors
New York
$1.51M +$260K +2,639 +21%
AAG
881
Accordant Advisory Group
Maryland
$1.5M +$69.8K +709 +5%
WW
882
Winnow Wealth
Texas
$1.5M +$1.43M +14,559 +5,237%
CWM
883
Cornerstone Wealth Management
Missouri
$1.5M +$232K +2,360 +19%
CCFM
884
Clear Creek Financial Management
Washington
$1.49M +$572K +5,814 +65%
CI
885
Cherokee Insurance
Michigan
$1.49M
PAM
886
Palisade Asset Management
Minnesota
$1.49M -$90.4K -919 -6%
SCM
887
Sterneck Capital Management
Missouri
$1.48M -$39.2K -398 -3%
FTWA
888
Fifth Third Wealth Advisors
Ohio
$1.48M -$82.8K -842 -5%
BPW
889
BLVD Private Wealth
Kentucky
$1.48M +$1.44M +14,656 New
SAM
890
Silvercrest Asset Management
New York
$1.48M -$18.9K -192 -1%
PA
891
Probity Advisors
Texas
$1.47M +$14.7K +149 +1%
MCM
892
Mengis Capital Management
Oregon
$1.47M -$200K -2,035 -12%
DF
893
Donoghue Forlines
Massachusetts
$1.47M +$191K +1,940 +15%
AAP
894
Arax Advisory Partners
Colorado
$1.47M +$81.8K +831 +7%
CCG
895
Cypress Capital Group
Florida
$1.46M +$210K +2,130 +17%
CYG
896
Clean Yield Group
Vermont
$1.45M +$20.3K +206 +1%
FFA
897
Farther Finance Advisors
California
$1.45M +$178K +1,811 +14%
AC
898
Addison Capital
Pennsylvania
$1.44M -$24.6K -250 -2%
CIC
899
Carnegie Investment Counsel
Ohio
$1.43M +$24.9K +253 +2%
RBA
900
Richard Bernstein Advisors
New York
$1.43M

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.