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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
GCP
926
GSA Capital Partners
United Kingdom
$1.31M +$680K +6,912 +113%
CAU
927
Caxton Associates (UK)
$1.31M +$954K +9,698 +294%
BP
928
Ballentine Partners
Massachusetts
$1.31M +$7.38K +75 +0.6%
WWM
929
Wolff Wiese Magana
California
$1.31M +$64.7K +658 +5%
KPPF
930
Klein Pavlis & Peasley Financial
California
$1.3M +$270K +2,748 +27%
KCM
931
Kerusso Capital Management
North Carolina
$1.3M +$590 +6 +0%
TBC
932
Ted Buchan & Co
California
$1.3M +$455K +4,624 +56%
CT
933
Caldwell Trust
Florida
$1.3M -$125K -1,271 -9%
TPA
934
Trivium Point Advisory
Connecticut
$1.29M +$1.25M +12,752 New
RWP
935
RWA Wealth Partners
Massachusetts
$1.28M -$209K -2,121 -14%
SW
936
SteelPeak Wealth
California
$1.28M -$3.24M -32,926 -72%
I
937
InvesTrust
Oklahoma
$1.28M -$2.65M -26,906 -68%
CWM
938
Cordatus Wealth Management
Pennsylvania
$1.28M -$34.2K -348 -3%
NERM
939
New England Research & Management
Illinois
$1.28M -$50.2K -510 -4%
ACGA
940
Atlanta Consulting Group Advisors
Georgia
$1.28M -$20.4K -207 -2%
SC
941
SummitTX Capital
Texas
$1.28M -$1.99M -20,177 -61%
TNB
942
Thomasville National Bank
Georgia
$1.27M +$975K +9,908 +367%
SRA
943
Secured Retirement Advisors
Minnesota
$1.26M +$218K +2,215 +22%
OAM
944
Ostrum Asset Management
France
$1.26M -$24.6K -250 -2%
RP
945
Rice Partnership
Hawaii
$1.26M -$256K -2,600 -17%
LFA
946
Level Financial Advisors
New York
$1.25M
AOI
947
Auto-Owners Insurance
Michigan
$1.24M +$679K +6,900 +128%
TIAA Trust, National Association
948
TIAA Trust, National Association
North Carolina
$1.24M -$234K -2,374 -16%
GI
949
GAMMA Investing
California
$1.24M +$565K +5,738 +88%
WBC
950
Westpac Banking Corp
Australia
$1.24M

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.