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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
KWMG
1126
King Wealth Management Group
Florida
$782K
IWA
1127
Icon Wealth Advisors
Texas
$779K -$44.1K -448 -5%
BWP
1128
Balboa Wealth Partners
Arizona
$779K +$72.5K +737 +11%
NEWAS
1129
N.E.W. Advisory Services
Wisconsin
$777K +$291K +2,958 +62%
CCMG
1130
Clark Capital Management Group
Pennsylvania
$773K -$89.1K -906 -11%
BAM
1131
Belpointe Asset Management
Nevada
$773K +$47.5K +483 +7%
RYIA
1132
Roehl & Yi Investment Advisors
Oregon
$772K +$14.8K +150 +2%
FBT
1133
First Bankers Trust
Kentucky
$772K -$102K -1,038 -12%
WMP
1134
Wealth Management Partners
Arizona
$772K +$144K +1,468 +24%
Kayne Anderson Rudnick Investment Management
1135
Kayne Anderson Rudnick Investment Management
California
$767K -$209K -2,128 -22%
MBTD
1136
Mechanics Bank - Trust Department
California
$764K -$511K -5,192 -41%
ACM
1137
Advance Capital Management
Michigan
$763K -$79K -803 -10%
WFM
1138
Wolff Financial Management
Michigan
$763K +$1.57K +16 +0.2%
EIA
1139
Eldridge Investment Advisors
New Hampshire
$762K -$2.46K -25 -0.3%
SSWM
1140
Strait & Sound Wealth Management
California
$761K +$164K +1,669 +28%
CAM
1141
Cidel Asset Management
Ontario, Canada
$761K +$80K +813 +12%
BFS
1142
Bard Financial Services
Connecticut
$760K -$61.5K -625 -8%
RPC
1143
Rossmore Private Capital
Connecticut
$759K -$459K -4,665 -38%
CPIG
1144
Chicago Partners Investment Group
Illinois
$757K +$265K +2,695 +58%
NAM
1145
NorthCrest Asset Manangement
Minnesota
$751K +$125K +1,274 +21%
CPA
1146
Court Place Advisors
Maryland
$748K +$130K +1,326 +22%
OM
1147
OV Management
Minnesota
$747K -$1.11M -11,261 -60%
WSC
1148
Wellington Shields & Co
New York
$747K -$18.2K -185 -2%
FAM
1149
Formidable Asset Management
Ohio
$744K
TTWM
1150
TCV Trust & Wealth Management
Virginia
$744K -$17.4K -177 -2%

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.