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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
PWMAG
1226
Pinnacle Wealth Management Advisory Group
New Jersey
$630K -$16.6K -169 -3%
WAAG
1227
Wealth Alliance Advisory Group
Kansas
$626K +$164K +1,671 +37%
LNWWM
1228
Laird Norton Wetherby Wealth Management
California
$626K +$610K +6,198 New
BCM
1229
BluePath Capital Management
Georgia
$625K +$609K +6,191 New
KA
1230
Kovack Advisors
Florida
$625K +$128K +1,299 +27%
LBA
1231
Letko, Brosseau & Associates
Quebec, Canada
$621K +$605K +6,150 New
HPC
1232
HM Payson & Co
Maine
$618K +$7.18K +73 +1%
EIA
1233
Edgemoor Investment Advisors
Maryland
$617K +$602K +6,115 New
SC
1234
Syon Capital
California
$616K +$183K +1,865 +44%
TNBTD
1235
Trustmark National Bank Trust Department
Mississippi
$616K -$135K -1,376 -18%
TCM
1236
Twin Capital Management
Pennsylvania
$616K -$30K -305 -5%
LC
1237
Lincoln Capital
Nebraska
$615K -$1.97K -20 -0.3%
RIA
1238
Richwood Investment Advisors
Ohio
$615K +$11.3K +115 +2%
SMC
1239
Smith, Moore & Co
Missouri
$615K +$238K +2,418 +66%
TAM
1240
Trillium Asset Management
Massachusetts
$614K -$158K -1,604 -21%
HTIM
1241
Harbour Trust & Investment Management
Indiana
$613K +$23K +234 +4%
1SB
1242
1ST Source Bank
Indiana
$613K +$51.4K +522 +9%
MAM
1243
Mystic Asset Management
Rhode Island
$612K +$30K +305 +5%
DT
1244
Diversified Trust
Tennessee
$609K -$213K -2,167 -26%
SC
1245
SouthState Corp
Florida
$609K -$211K -2,143 -26%
RMAM
1246
Raab & Moskowitz Asset Management
New Jersey
$608K -$77K -783 -12%
SIMG
1247
Sonora Investment Management Group
Arizona
$606K +$24.6K +250 +4%
ACIM
1248
Azimuth Capital Investment Management
Michigan
$606K -$106K -1,075 -15%
TCM
1249
Tradewinds Capital Management
Washington
$606K
AWM
1250
Absher Wealth Management
North Carolina
$605K +$29.5K +300 +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.