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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
TFG
1201
Taylor Financial Group
Virginia
$670K -$87.6K -890 -12%
PS
1202
Pensionfund Sabic
Netherlands
$666K -$9.84K -100 -1%
IA
1203
IFG Advisory
Georgia
$665K +$76.5K +778 +13%
MHIP
1204
Mountain Hill Investment Partners
New Jersey
$665K +$292K +2,963 +82%
RC
1205
Rovin Capital
Arizona
$660K +$54.7K +556 +9%
SR
1206
Syntax Research
Florida
$656K +$66.9K +680 +12%
BLC
1207
Brown, Lisle/Cummings
Rhode Island
$655K +$36.9K +375 +6%
FMWA
1208
Forvis Mazars Wealth Advisors
Missouri
$652K -$17.4K -177 -3%
LAM
1209
LECAP Asset Management
United Kingdom
$651K -$1.26M -12,786 -66%
RAS
1210
RPS Advisory Solutions
Kentucky
$646K +$52.7K +536 +9%
SAA
1211
Southeast Asset Advisors
Georgia
$646K -$30K -305 -5%
RHDIC
1212
R.H. Dinel Investment Counsel
California
$643K -$46.7K -475 -7%
ABLA
1213
Alan B. Lancz & Associates
Ohio
$643K
DC
1214
DeDora Capital
California
$640K -$17.3K -176 -3%
NCM
1215
Narwhal Capital Management
Georgia
$640K +$147K +1,493 +31%
AHL
1216
Abel Hall LLC
Louisiana
$640K +$623K +6,336 New
SWA
1217
SOA Wealth Advisors
New York
$639K -$154K -1,565 -20%
CPW
1218
Cove Private Wealth
New York
$637K +$395K +4,013 +174%
TWPM
1219
Total Wealth Planning & Management
Florida
$637K -$159K -1,616 -20%
EP
1220
Essential Partners
California
$637K +$621K +6,308 New
AMG
1221
Advisors Management Group
Wisconsin
$635K +$147K +1,494 +31%
SOS
1222
Silver Oak Securities
Tennessee
$634K +$116K +1,179 +23%
UCB
1223
United Community Bank
South Carolina
$633K -$80.2K -815 -12%
PAS
1224
Point72 Asia (Singapore)
Singapore
$632K +$616K +6,264 New
PTC
1225
Private Trust Company
Ohio
$632K +$3.05K +31 +0.5%

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.