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
RC
1026
Roundview Capital
New Jersey
$1.03M -$80.5K -818 -7%
CIC
1027
Cornercap Investment Counsel
Georgia
$1.03M -$26.8K -272 -3%
CT
1028
Chicago Trust
Illinois
$1.03M +$632K +6,424 +171%
CFD
1029
Creative Financial Designs
Indiana
$1.03M +$796K +8,086 +388%
LIA
1030
LS Investment Advisors
Michigan
$1.02M +$148K +1,500 +17%
AMIM
1031
Aull & Monroe Investment Management
Alabama
$1.02M -$150K -1,525 -13%
IP
1032
Intellectus Partners
California
$1.01M +$149K +1,516 +18%
PNC
1033
Park National Corp
Ohio
$1.01M -$156K -1,590 -14%
QOP
1034
Quinn Opportunity Partners
Virginia
$1.01M +$984K +10,000 New
RGC
1035
Roberts, Glore & Co
Illinois
$1.01M +$215K +2,183 +28%
GWMR
1036
GC Wealth Management RIA
Massachusetts
$1M +$129K +1,314 +15%
DWM
1037
Daner Wealth Management
Georgia
$1M +$1.13M +11,448 New
CWM
1038
Copia Wealth Management
Oregon
$994K
MTC
1039
Matrix Trust Company
Colorado
$986K
SAI
1040
Savvy Advisors Inc
New York
$986K +$27.4K +279 +3%
HAM
1041
Hedges Asset Management
Nevada
$979K -$148K -1,500 -13%
MI
1042
Moneywise Inc
Virginia
$978K +$953K +9,688 New
GCM
1043
Garland Capital Management
Washington
$973K -$2.03M -20,625 -68%
1M
1044
1248 Management
Missouri
$972K +$139K +1,416 +17%
WGC
1045
Watts Gwilliam & Co
Arizona
$971K -$11.7K -119 -1%
CNTOF
1046
Canandaigua National Trust of Florida
New York
$965K +$518K +5,263 +122%
IGAM
1047
iA Global Asset Management
Quebec, Canada
$964K -$261K -2,657 -22%
HL
1048
HeadInvest LLC
Maine
$961K -$479K -4,864 -34%
FLPIM
1049
F.L. Putnam Investment Management
Massachusetts
$960K +$75.7K +769 +9%
EFS
1050
Essex Financial Services
Connecticut
$959K +$8.56K +87 +0.9%

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.