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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
CWM
1076
Crowley Wealth Management
Delaware
$886K -$343K -3,485 -28%
CF
1077
Centaurus Financial
California
$885K +$215K +2,185 +33%
PA
1078
Procyon Advisors
Connecticut
$884K -$47.3K -481 -5%
KWA
1079
Kondo Wealth Advisors
California
$879K -$97.8K -994 -11%
CHJWM
1080
Carlton Hofferkamp & Jenks Wealth Management
Texas
$877K -$30.9K -314 -3%
SIM
1081
Stratos Investment Management
Ohio
$873K +$84.5K +859 +11%
ACL
1082
Applied Capital LLC
Florida
$873K -$6.89K -70 -0.8%
SB
1083
Strategic Blueprint
Georgia
$872K -$138K -1,405 -14%
NAM
1084
NTV Asset Management
West Virginia
$868K +$34.7K +353 +4%
GP
1085
Greenline Partners
New York
$865K -$167K -1,697 -17%
TA
1086
TCM Advisors
West Virginia
$858K
NG
1087
Norden Group
Utah
$858K +$132K +1,345 +19%
ACI
1088
Alpha Cubed Investments
California
$857K -$12.8K -130 -2%
LIM
1089
Longfellow Investment Management
Massachusetts
$855K
LG
1090
LaFleur & Godfrey
Michigan
$854K -$176K -1,785 -17%
HFRG
1091
Houlihan Financial Resource Group
Virginia
$851K -$68.9K -700 -8%
SW
1092
SVB Wealth
Massachusetts
$848K +$826K +8,398 New
HCM
1093
Howard Capital Management
Georgia
$848K +$144K +1,461 +21%
FWIA
1094
Fort Washington Investment Advisors
Ohio
$847K -$396K -4,028 -32%
AWM
1095
Aberdeen Wealth Management
Illinois
$846K +$492 +5 +0.1%
FCM
1096
Fieldview Capital Management
Michigan
$845K -$2.43M -24,743 -75%
NSAM
1097
North Star Asset Management
Wisconsin
$841K -$139K -1,415 -15%
ISFAN
1098
Investor's Fiduciary Advisor Network
Washington
$836K +$281K +2,855 +53%
MIM
1099
Morningstar Investment Management
Illinois
$836K +$815K +8,285 New
AWA
1100
Amplius Wealth Advisors
Pennsylvania
$834K -$6.1K -62 -0.7%

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.