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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
CCA
1101
Cora Capital Advisors
New Jersey
$833K -$169K -1,717 -17%
CTC
1102
Central Trust Company
Missouri
$833K -$91.4K -929 -10%
TA
1103
TFG Advisers
Michigan
$833K +$44.6K +453 +6%
PA
1104
Profund Advisors
Maryland
$832K +$81.7K +830 +11%
BCWM
1105
Bartlett & Co Wealth Management
Ohio
$831K -$703K -7,145 -46%
CL
1106
CSS LLC
Illinois
$830K +$809K +8,220 New
JA
1107
JLB & Associates
Michigan
$827K -$474K -4,816 -37%
APM
1108
Advanced Portfolio Management
New York
$825K
ACM
1109
Aurdan Capital Management
Pennsylvania
$824K -$885 -9 -0.1%
CCM
1110
Charter Capital Management
Wisconsin
$822K +$801K +8,139 New
IFWM
1111
Institute for Wealth Management
Colorado
$821K -$150K -1,523 -16%
WG
1112
Winton Group
United Kingdom
$820K +$799K +8,126 New
OWA
1113
Octavia Wealth Advisors
Ohio
$819K -$126K -1,280 -14%
MCA
1114
MSH Capital Advisors
Arizona
$816K +$11.3K +115 +1%
SACTSONJ
1115
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$808K
PCG
1116
PFC Capital Group
California
$802K -$103K -1,050 -12%
EA
1117
Emerald Advisors
Washington
$802K +$63.9K +649 +9%
MCM
1118
Mork Capital Management
California
$797K
WIS
1119
Wright Investors Service
Connecticut
$793K +$10.2K +104 +1%
PFGIA
1120
Patriot Financial Group Insurance Agency
Massachusetts
$793K +$120K +1,223 +18%
PCA
1121
Purkiss Capital Advisors
Connecticut
$793K
AIM
1122
Access Investment Management
Georgia
$791K +$771K +7,840 New
GFA
1123
Gallagher Fiduciary Advisors
Illinois
$791K +$67.7K +688 +10%
NW
1124
NewEdge Wealth
Pennsylvania
$789K -$1.6M -16,214 -64%
SCM
1125
SCS Capital Management
Massachusetts
$783K +$763K +7,756 New

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.