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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
MFG
76
Merit Financial Group
Georgia
$86.9M -$250K -2,537 -0.3%
New York State Common Retirement Fund
77
New York State Common Retirement Fund
New York
$85.6M
Marshall Wace
78
Marshall Wace
United Kingdom
$84.6M -$48.2M -489,828 -37%
Citigroup
79
Citigroup
New York
$83.4M +$422K +4,293 +0.5%
Principal Financial Group
80
Principal Financial Group
Iowa
$80M -$2.37M -24,123 -3%
Bank of Montreal
81
Bank of Montreal
Ontario, Canada
$79.4M -$8.56M -86,957 -10%
AI
82
Accredited Investors
Minnesota
$79.1M -$70.9K -721 -0.1%
Mirae Asset Global Investments
83
Mirae Asset Global Investments
South Korea
$79.1M +$9.13M +92,824 +13%
BP
84
BBR Partners
New York
$76.4M +$10.9M +110,955 +17%
Ensign Peak Advisors
85
Ensign Peak Advisors
Utah
$76.3M +$48.6M +494,149 +189%
Gates Foundation Trust
86
Gates Foundation Trust
Washington
$76.2M
Wealth Enhancement Advisory Services
87
Wealth Enhancement Advisory Services
Minnesota
$75.8M +$20.1M +203,830 +39%
SG Americas Securities
88
SG Americas Securities
New York
$75.4M +$20.1M +203,828 +38%
Thrivent Financial for Lutherans
89
Thrivent Financial for Lutherans
Minnesota
$72.9M +$6.45M +65,583 +10%
MIHAS
90
Maj Invest Holding A/S
Denmark
$71.7M -$304K -3,086 -0.4%
State Board of Administration of Florida Retirement System
91
State Board of Administration of Florida Retirement System
Florida
$68.8M +$88.8K +903 +0.1%
Millennium Management
92
Millennium Management
New York
$68.1M +$40.6M +412,386 +157%
CIM
93
Confluence Investment Management
Missouri
$67.8M +$3.26M +33,164 +5%
Commonwealth Equity Services
94
Commonwealth Equity Services
Massachusetts
$67.1M -$2.29M -23,315 -3%
Universal-Beteiligungs- und Servicegesellschaft
95
Universal-Beteiligungs- und Servicegesellschaft
Germany
$65.3M +$3.35M +34,029 +6%
National Bank of Canada
96
National Bank of Canada
Quebec, Canada
$65.1M +$40.3M +409,878 +174%
Wellington Management Group
97
Wellington Management Group
Massachusetts
$64.6M -$1.06B -10,760,184 -94%
New York State Teachers Retirement System (NYSTRS)
98
New York State Teachers Retirement System (NYSTRS)
New York
$63.8M +$763K +7,759 +1%
Macquarie Group
99
Macquarie Group
Australia
$63.1M +$30.7M +311,936 +100%
CIBC Private Wealth Group
100
CIBC Private Wealth Group
Georgia
$62.3M +$29.4M +298,364 +94%

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.