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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
JFG
1276
Jefferies Financial Group
New York
$572K -$870K -8,839 -61%
DI
1277
Diligent Investors
California
$569K -$109K -1,104 -16%
ANTB
1278
AMG National Trust Bank
Colorado
$567K -$19.7K -200 -3%
SA
1279
Sylvest Advisors
Texas
$566K +$31.7K +322 +6%
PIM
1280
Plato Investment Management
Australia
$562K +$69.1K +702 +14%
IHL
1281
Investment House LLC
California
$557K -$1.94M -19,752 -78%
SWM
1282
SeaCrest Wealth Management
New York
$554K -$22.5K -229 -4%
WTC
1283
WhitTier Trust Company
Nevada
$548K -$147K -1,491 -22%
BSB
1284
Bangor Savings Bank
Maine
$546K +$9.94K +101 +2%
JC
1285
Jacobs & Co
California
$543K -$7.55M -76,701 -93%
LFA
1286
Legacy Financial Advisors
Kentucky
$539K -$540K -5,491 -51%
BC
1287
Brio Consultants
California
$538K +$525K +5,332 New
FFS
1288
Forge Financial Services
Oklahoma
$537K
PWAM
1289
Private Wealth Asset Management
Iowa
$537K -$99.1K -1,007 -16%
SWM
1290
Spire Wealth Management
Virginia
$534K -$2.69M -27,317 -84%
ML
1291
McAdam LLC
Pennsylvania
$533K +$43.5K +442 +9%
CTI
1292
Community Trust & Investment
Kentucky
$533K
ECA
1293
Elevated Capital Advisors
Utah
$533K
SIP
1294
Stoneridge Investment Partners
Pennsylvania
$531K
MW
1295
Marks Wealth
Maryland
$531K -$81.4K -827 -14%
FFM
1296
Forum Financial Management
Illinois
$530K -$22.4K -228 -4%
VCM
1297
Virtue Capital Management
Tennessee
$529K +$5.02K +51 +1%
LS
1298
Livforsakringsbolaget Skandia
Sweden
$528K
DAS
1299
Diversify Advisory Services
Utah
$526K +$342K +3,478 +137%
SCP
1300
Sender Company & Partners
New York
$525K +$511K +5,197 New

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.