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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
RWM
1376
Revisor Wealth Management
Ohio
$453K +$433K +4,404 New
AAS
1377
Annex Advisory Services
Wisconsin
$452K -$17.2K -175 -4%
NFG
1378
Nations Financial Group
Iowa
$451K -$263K -2,677 -37%
1C
1379
111 Capital
France
$450K +$58.2K +592 +15%
WFA
1380
WestHill Financial Advisors
California
$450K +$295 +3 +0.1%
WAG
1381
Windsor Advisory Group
Ohio
$450K +$438K +4,455 New
NG
1382
Northstar Group
New York
$449K -$20.1K -204 -4%
LIM
1383
Loudon Investment Management
New Hampshire
$449K -$446K -4,535 -50%
RBWA
1384
RFG - Bristol Wealth Advisors
Massachusetts
$448K -$31.6K -321 -7%
XWM
1385
Xcel Wealth Management
Florida
$447K -$792K -8,048 -65%
BG
1386
Bollard Group
Massachusetts
$445K +$14.1K +143 +3%
Lazard Asset Management
1387
Lazard Asset Management
New York
$445K +$16.6K +169 +4%
AW
1388
Apricus Wealth
South Carolina
$445K -$14.8K -150 -3%
HCM
1389
Hutner Capital Management
Vermont
$444K -$14.7K -149 -3%
SOW
1390
State of Wyoming
Wyoming
$444K +$378K +3,844 +689%
GWM
1391
Greenwich Wealth Management
Connecticut
$442K +$26K +264 +6%
SA
1392
Strategic Advisors
New York
$440K -$297K -3,021 -41%
RF
1393
Roxbury Financial
New Jersey
$438K +$262K +2,658 +158%
WF
1394
Womack Financial
Texas
$438K +$16.2K +165 +4%
PFBT
1395
Parkside Financial Bank & Trust
Missouri
$435K +$95.7K +973 +29%
WAG
1396
Winthrop Advisory Group
Massachusetts
$435K -$14K -142 -3%
AWM
1397
Aviso Wealth Management
Washington
$435K +$424K +4,305 New
RBI
1398
Raiffeisen Bank International
Austria
$433K
JC
1399
JBGlobal.com
New York
$429K +$102K +1,034 +32%
CWM
1400
Collaborative Wealth Management
Florida
$427K -$6.99K -71 -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.