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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
VCM
1051
Voleon Capital Management
California
$958K -$682K -6,932 -42%
LFG
1052
Larson Financial Group
Missouri
$956K -$26.9K -273 -3%
FWM
1053
ForthRight Wealth Management
Georgia
$953K
AIM
1054
ARK Investment Management
Florida
$952K +$55.6K +565 +6%
GT
1055
Greenleaf Trust
Michigan
$952K -$56.5K -574 -6%
A
1056
AlphaQuest
New York
$951K +$284K +2,891 +44%
OKSA
1057
O'Keefe Stevens Advisory
New York
$945K +$217K +2,207 +31%
CP
1058
Cumberland Partners
Ontario, Canada
$944K +$920K +9,350 New
RB
1059
Renasant Bank
Mississippi
$943K +$919K +9,341 New
Bessemer Group
1060
Bessemer Group
New Jersey
$942K -$437K -4,446 -32%
BC
1061
Bridgefront Capital
Texas
$938K -$328K -3,333 -26%
GCA
1062
Greenwood Capital Associates
South Carolina
$931K -$142K -1,448 -14%
PIC
1063
Portland Investment Counsel
Ontario, Canada
$921K +$895K +9,100 New
BAM
1064
Berkshire Asset Management
Pennsylvania
$917K -$15.9K -162 -2%
CFCI
1065
Comprehensive Financial Consultants Institutional
Indiana
$915K
OC
1066
Opinicus Capital
Florida
$909K +$72.8K +740 +9%
AWC
1067
Abundance Wealth Counselors
Pennsylvania
$906K +$69K +701 +8%
BFIM
1068
Beese Fulmer Investment Management
Ohio
$901K +$27.5K +280 +3%
MSS
1069
Mitchell Sinkler & Starr
Pennsylvania
$899K -$13.2K -134 -1%
RWPA
1070
Richard W. Paul & Associates
Michigan
$897K +$187K +1,898 +27%
HC
1071
Hurley Capital
New York
$896K -$100K -1,016 -10%
SAG
1072
SageView Advisory Group
California
$894K +$51.8K +527 +6%
BHC
1073
Bowen Hanes & Co
Florida
$887K -$443K -4,500 -34%
CL
1074
COWA LLC
Oklahoma
$887K +$663K +6,738 +329%
MWM
1075
Modern Wealth Management
Kansas
$886K -$349K -3,550 -29%

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.