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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
MFIM
951
Mesirow Financial Investment Management
Illinois
$1.24M -$51.6K -524 -4%
IWM
952
IHT Wealth Management
Illinois
$1.23M -$21.2K -215 -2%
HCP
953
Hexagon Capital Partners
Arkansas
$1.23M +$43.8K +445 +4%
CPCPP
954
Canada Post Corporation Pension Plan
Canada
$1.23M +$1.2M +12,166 New
FFS
955
Flavin Financial Services
Florida
$1.23M -$54.9K -558 -4%
MA
956
Montag & Associates
Georgia
$1.23M +$75.8K +770 +7%
SF
957
Symphony Financial
Texas
$1.22M +$525K +5,339 +80%
NA
958
Nordwand Advisors
Pennsylvania
$1.22M +$1.19M +12,045 +24,090%
JIC
959
Johnson Investment Counsel
Ohio
$1.22M -$5.61K -57 -0.5%
SSG
960
Summit Securities Group
New York
$1.21M +$906K +9,214 +329%
PWP
961
Precedent Wealth Partners
Texas
$1.21M +$248K +2,519 +27%
HWAM
962
Hennion & Walsh Asset Management
New Jersey
$1.21M -$59.4K -604 -5%
SGI
963
Summit Global Investments
Utah
$1.21M +$52.2K +531 +5%
HI
964
Harbour Investments
Wisconsin
$1.21M +$8.36K +85 +0.7%
VFA
965
Voya Financial Advisors
Connecticut
$1.2M +$251K +2,549 +27%
EM
966
Excalibur Management
Massachusetts
$1.2M -$32.2K -327 -3%
CastleKeep Investment Advisors
967
CastleKeep Investment Advisors
Connecticut
$1.2M +$88.8K +903 +8%
IF
968
Intrua Financial
Texas
$1.19M +$136K +1,383 +13%
GFA
969
Gifford Fong Associates
California
$1.19M
MWM
970
Mission Wealth Management
California
$1.19M +$41.8K +425 +4%
NS
971
NBC Securities
Alabama
$1.19M +$61.9K +629 +6%
BRWA
972
B. Riley Wealth Advisors
Florida
$1.19M +$1.16M +11,766 New
VF
973
Vest Financial
Virginia
$1.19M +$326K +3,309 +39%
NRS
974
Neville Rodie & Shaw
New York
$1.18M -$423K -4,296 -27%
CA
975
CoreCap Advisors
Michigan
$1.18M +$275K +2,800 +32%

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.