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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
HAFS
1326
Hapanowicz & Associates Financial Services
Pennsylvania
$501K
SCM
1327
Stevens Capital Management
Pennsylvania
$501K +$489K +4,967 New
GC
1328
Guidance Capital
Kentucky
$501K -$54.7K -556 -9%
SQA
1329
Simon Quick Advisors
New Jersey
$500K +$43.1K +438 +10%
PCM
1330
Parsons Capital Management
Rhode Island
$500K -$28.5K -290 -6%
CTC
1331
Cetera Trust Company
Minnesota
$500K -$6.39K -65 -1%
CI Investments Inc
1332
CI Investments Inc
Ontario, Canada
$499K +$46K +468 +10%
GWCM
1333
Godshalk Welsh Capital Management
Pennsylvania
$497K -$449K -4,567 -48%
LFA
1334
LifeGuide Financial Advisors
Pennsylvania
$497K +$63.9K +649 +15%
HCM
1335
Howland Capital Management
Massachusetts
$496K -$13.2K -134 -3%
BCP
1336
Blue Chip Partners
Michigan
$496K -$69.8K -709 -13%
V
1337
VeraBank
Texas
$494K +$8.17K +83 +2%
LCGC
1338
Legacy Capital Group California
California
$493K -$17K -173 -3%
WA1
1339
Wimmer Associates 1
California
$493K
ERIC
1340
Eagle Rock Investment Company
Georgia
$492K -$3.75M -38,086 -89%
WC
1341
Whitney & Co
New York
$491K -$33.7K -343 -7%
SJIM
1342
St. Johns Investment Management
Florida
$490K +$147K +1,491 +44%
FCM
1343
Fourpath Capital Management
Oklahoma
$489K -$6.3K -64 -1%
ISL
1344
Ingalls & Snyder LLC
New York
$487K
CFG
1345
Chapman Financial Group
Hawaii
$483K +$471K +4,789 New
PWMG
1346
Pinnacle Wealth Management Group
Michigan
$482K -$90.5K -920 -16%
AFP
1347
Ausdal Financial Partners
Iowa
$480K -$137K -1,397 -23%
CBTWT
1348
Community Bank & Trust (Waco, Texas)
Texas
$479K +$20K +203 +4%
EC
1349
Elequin Capital
New York
$478K +$466K +4,732 New
SN
1350
Sittner & Nelson
Oregon
$476K +$9.84K +100 +2%

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.