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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
HWMO
1351
Heritage Wealth Management (Ohio)
Ohio
$475K -$289K -2,934 -38%
ILI
1352
Invesco LLC (Illinois)
Illinois
$473K -$8.76K -89 -2%
IAG
1353
Ipsen Advisor Group
Arkansas
$472K +$43.4K +441 +10%
FWM
1354
Forza Wealth Management
Florida
$471K +$459K +4,670 New
BMWS
1355
Brady Martz Wealth Solutions
North Dakota
$471K -$5.21K -53 -1%
AIM
1356
Acropolis Investment Management
Missouri
$471K -$63.1K -641 -12%
WKSWA
1357
White Knight Strategic Wealth Advisors
New Jersey
$469K +$69.4K +705 +18%
PAG
1358
Powers Advisory Group
Illinois
$468K +$21.3K +216 +5%
NWM
1359
Northcape Wealth Management
New York
$468K +$21.8K +222 +5%
DMBA
1360
Deseret Mutual Benefit Administrators
Utah
$468K
BFAG
1361
Blackston Financial Advisory Group
Florida
$467K -$492 -5 -0.1%
BFW
1362
Brady Family Wealth
Missouri
$466K -$1.66M -16,844 -78%
QWM
1363
Quadcap Wealth Management
Texas
$466K -$9.54K -97 -2%
CSB
1364
City State Bank
Iowa
$466K
NWAG
1365
Net Worth Advisory Group
Utah
$466K +$18.4K +187 +4%
RFN
1366
RDA Financial Network
Iowa
$464K +$14.5K +147 +3%
CBT
1367
Central Bank & Trust
Kentucky
$464K +$36.9K +375 +9%
CCM
1368
Cohen Capital Management
California
$463K
LA
1369
LVW Advisors
New York
$462K +$115K +1,167 +34%
SVWAG
1370
Sound View Wealth Advisors Group
Georgia
$460K +$102K +1,039 +30%
ACS
1371
Archford Capital Strategies
Illinois
$459K +$492 +5 +0.1%
VA
1372
Valmark Advisers
Ohio
$459K +$15.7K +160 +4%
BMWM
1373
Brown Miller Wealth Management
Virginia
$458K -$14.7K -149 -3%
DTL
1374
Dynamic Technology Lab
Singapore
$456K -$1.2M -12,152 -73%
SFS
1375
Solitude Financial Services
Virginia
$454K -$14.8K -150 -3%

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.