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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
AF
901
Alerus Financial
North Dakota
$1.43M +$84.5K +859 +6%
TI
902
Trexquant Investment
Connecticut
$1.43M -$10.2M -103,336 -88%
CIM
903
Corbyn Investment Management
Maryland
$1.42M -$35.4K -360 -2%
CAS
904
Coppell Advisory Solutions
Texas
$1.42M -$155K -1,574 -10%
TWM
905
Tradition Wealth Management
Minnesota
$1.42M -$28.7K -292 -2%
PP
906
Prudential plc
United Kingdom
$1.41M +$336K +3,414 +32%
HCCM
907
Hudson Canyon Capital Management
New York
$1.4M
AAM
908
Azzad Asset Management
Virginia
$1.4M +$70.7K +719 +5%
FCA
909
FLC Capital Advisors
California
$1.39M +$1.08M +10,935 +379%
CFO
910
Callan Family Office
Pennsylvania
$1.39M +$723K +7,345 +114%
FDS
911
First Dallas Securities
Texas
$1.38M +$226K +2,299 +20%
EWM
912
Empirical Wealth Management
Washington
$1.38M +$32.4K +329 +2%
BDPWM
913
Barnes Dennig Private Wealth Management
Ohio
$1.38M -$1.04M -10,563 -44%
WFPG
914
Waller Financial Planning Group
Ohio
$1.37M
MCA
915
Millennium Capital Advisors
Arkansas
$1.37M -$255K -2,595 -16%
CIA
916
Cascade Investment Advisors
Oregon
$1.37M +$291K +2,956 +28%
BFA
917
Beacon Financial Advisory
Ohio
$1.34M +$221K +2,248 +20%
RT
918
Rockland Trust
Massachusetts
$1.34M -$6.3K -64 -0.5%
HGWM
919
Horst & Graben Wealth Management
Oregon
$1.34M +$1.97K +20 +0.2%
WCBA
920
Weaver C. Barksdale & Associates
Tennessee
$1.33M -$11.6K -118 -0.9%
AWE
921
Avidian Wealth Enterprises
Texas
$1.33M -$71.8K -730 -5%
SFS
922
Stiles Financial Services
Minnesota
$1.32M +$99.7K +1,013 +8%
LSA
923
Leonteq Securities AG
Switzerland
$1.32M -$1.04M -10,552 -45%
DWA
924
Douglass Winthrop Advisors
New York
$1.32M
IP
925
Ignite Planners
California
$1.32M -$390K -3,963 -23%

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.