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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
RIG
1176
RiverFront Investment Group
Virginia
$701K +$683K +6,941 New
WI
1177
Westbourne Investments
Virginia
$700K +$683K +6,939 New
LCOV
1178
London Company of Virginia
Virginia
$700K -$119M -1,206,915 -99%
NSB
1179
Norway Savings Bank
Maine
$699K -$54.1K -550 -7%
CGA
1180
Crescent Grove Advisors
Illinois
$698K
VAG
1181
VisionPoint Advisory Group
Texas
$698K +$210K +2,132 +45%
CWS
1182
Confluence Wealth Services
Pennsylvania
$697K +$70.8K +720 +12%
FA
1183
Fortis Advisors
Pennsylvania
$697K +$1.48K +15 +0.2%
SFG
1184
SNS Financial Group
Minnesota
$694K +$295 +3 +0%
JSW
1185
Journey Strategic Wealth
New Jersey
$693K +$95.1K +967 +16%
GG
1186
Gleason Group
Kentucky
$693K +$11.1K +113 +2%
AOWM
1187
Alpha Omega Wealth Management
Virginia
$691K -$18.8K -191 -3%
PCG
1188
Prosperity Consulting Group
Maryland
$691K +$673K +6,845 New
DWM
1189
Destination Wealth Management
California
$688K +$671K +6,816 New
VI
1190
Versor Investments
New York
$687K +$363K +3,685 +118%
LCWP
1191
Legacy Capital Wealth Partners
Arkansas
$685K -$97.2K -988 -13%
FFWM
1192
Future Financial Wealth Management
Ohio
$684K
HAIM
1193
Hunter Associates Investment Management
Pennsylvania
$683K -$26.6K -270 -4%
IA
1194
Integrity Alliance
Iowa
$683K -$1.45M -14,756 -69%
RIL
1195
Rothschild Investment LLC
Illinois
$683K +$84K +854 +14%
AIA
1196
AIMZ Investment Advisors
California
$681K
KFS
1197
Keynote Financial Services
Connecticut
$677K +$36.6K +372 +6%
EWA
1198
EverSource Wealth Advisors
Alabama
$677K +$248K +2,521 +60%
NAAA
1199
New Age Alpha Advisors
New York
$677K +$659K +6,702 New
BIG
1200
Brooklyn Investment Group
New York
$676K +$499K +5,069 +312%

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.