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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
BIA
1151
Bigelow Investment Advisors
Maine
$741K -$3.05K -31 -0.4%
THCM
1152
Taylor Hoffman Capital Management
Virginia
$740K -$7.38K -75 -1%
BDWCC
1153
B&D White Capital Company
Texas
$737K +$718K +7,300 New
AWA
1154
Acorn Wealth Advisors
Michigan
$737K +$718K +7,297 New
CFS
1155
CRA Financial Services
New Jersey
$734K -$2.85K -29 -0.4%
EFH
1156
Eaton Financial Holdings
Florida
$732K -$98 -1 -0%
EBWM
1157
Eagle Bluffs Wealth Management
Missouri
$732K +$34.3K +349 +5%
SIM
1158
Studio Investment Management
Illinois
$730K +$109K +1,103 +18%
NFW
1159
Noble Family Wealth
Florida
$730K +$19.7K +200 +3%
AIP
1160
Ameritas Investment Partners
Nebraska
$724K -$492 -5 -0.1%
FHA
1161
Flagship Harbor Advisors
Massachusetts
$724K +$256K +2,606 +57%
IAS
1162
Insigneo Advisory Services
Florida
$724K -$132K -1,341 -16%
HI
1163
Harrington Investments
California
$724K -$7.28K -74 -1%
CI
1164
Cigna Investments
Connecticut
$721K -$19.7K -200 -3%
MWM
1165
Manske Wealth Management
Texas
$721K +$109K +1,103 +18%
CA
1166
Continuum Advisory
Idaho
$717K +$416K +4,227 +147%
PWAM
1167
Pinnacle West Asset Management
Wyoming
$716K -$4.92K -50 -0.7%
ACP
1168
Aviance Capital Partners
Florida
$716K +$17.4K +177 +3%
GGS
1169
Galvin Gaustad & Stein
Arizona
$715K -$17.2K -175 -2%
LRPA
1170
L. Roy Papp & Associates
Arizona
$710K -$374K -3,803 -35%
RIA
1171
Regal Investment Advisors
Michigan
$708K +$22.7K +231 +3%
CHAM
1172
Clear Harbor Asset Management
Connecticut
$708K +$156K +1,583 +29%
BC
1173
Belmont Capital
California
$707K
WA
1174
Wealth Alliance
New York
$705K +$8.76K +89 +1%
RCM
1175
Raleigh Capital Management
North Carolina
$704K +$19.2K +195 +3%

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.