We are live on ! Find out more
UPS icon

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
OIA
976
Optimum Investment Advisors
Illinois
$1.17M -$9.84K -100 -0.9%
FAIM
977
Financial Advocates Investment Management
Washington
$1.17M +$76K +772 +7%
PPC
978
Park Place Capital
Alabama
$1.17M +$939K +9,541 +574%
WAM
979
Wolverine Asset Management
Illinois
$1.16M -$1.7M -17,261 -60%
MSAM
980
Moloney Securities Asset Management
Missouri
$1.16M +$622K +6,326 +123%
IAMOG
981
Investors Asset Management of Georgia
Georgia
$1.16M +$334K +3,394 +42%
CAM
982
Cresset Asset Management
Illinois
$1.15M -$4.59M -46,684 -80%
QP
983
Quilter Plc
United Kingdom
$1.15M +$6K +61 +0.5%
TCOT
984
Trust Company of Toledo
Ohio
$1.15M -$220K -2,240 -16%
PT
985
Plimoth Trust
Massachusetts
$1.14M -$163K -1,654 -13%
NL
986
Navalign LLC
California
$1.14M -$8.36K -85 -0.7%
BFS
987
Bradley Foster & Sargent
Connecticut
$1.14M +$27.4K +279 +3%
MWM
988
Meridian Wealth Management
Kentucky
$1.14M -$26.8K -272 -2%
MMM
989
Mendel Money Management
Illinois
$1.13M +$498K +5,065 +82%
FNA
990
First National Advisers
Nebraska
$1.13M +$10.4K +106 +1%
GFG
991
Goldstone Financial Group
Illinois
$1.13M +$117K +1,194 +12%
CA
992
Carson Advisory
Georgia
$1.13M -$106K -1,073 -9%
IRC
993
Investors Research Corp
Georgia
$1.13M
HAM
994
Harmony Asset Management
Arizona
$1.13M -$33.3K -338 -3%
FG
995
Fiduciary Group
Georgia
$1.13M +$28.8K +293 +3%
CLA
996
Carnegie Lake Advisors
New Jersey
$1.12M +$105K +1,068 +11%
RMDI
997
R.M. Davis Inc
Maine
$1.12M -$86.9K -883 -7%
IAN
998
Integrated Advisors Network
Texas
$1.12M -$195K -1,979 -15%
N
999
Numerai
California
$1.12M +$415K +4,218 +61%
EAM
1000
Erste Asset Management
Austria
$1.12M +$477K +4,848 +78%

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.