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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
CAL
1401
Capital Analysts LLC
Pennsylvania
$427K -$27.4K -278 -6%
GWM
1402
GSB Wealth Management
Connecticut
$424K -$102K -1,040 -20%
WANY
1403
Wealthspire Advisors (New York)
New York
$423K +$6.39K +65 +2%
DWM
1404
Diversify Wealth Management
Utah
$422K +$49.1K +499 +12%
PFWA
1405
Paces Ferry Wealth Advisors
Georgia
$421K +$1.87K +19 +0.5%
NCM
1406
NCM Capital Management
New Jersey
$421K +$787 +8 +0.2%
SC
1407
Soundwatch Capital
Connecticut
$421K +$191K +1,945 New
CIAS
1408
CFS Investment Advisory Services
New Jersey
$420K -$32.9K -334 -7%
RBC
1409
Roble Belko & Company
Pennsylvania
$419K +$590 +6 +0.1%
ACM
1410
Allred Capital Management
Texas
$418K -$25.5K -259 -6%
ZIC
1411
ZWJ Investment Counsel
Georgia
$417K -$5.61K -57 -1%
AAA
1412
American Alpha Advisors
New York
$417K +$47.4K +482 +13%
CF
1413
Claris Financial
Virginia
$416K +$123K +1,252 +44%
LWL
1414
Leo Wealth LLC
Texas
$416K +$185K +1,878 +84%
SI
1415
Sava Infond
Slovenia
$416K +$241K +2,450 +147%
MIA
1416
MeadowBrook Investment Advisors
Michigan
$416K +$71.3K +725 +21%
MNBTD
1417
Moody National Bank Trust Division
Texas
$416K -$37.7K -383 -9%
LMKC
1418
L.M. Kohn & Company
Ohio
$415K -$427K -4,339 -51%
SWM
1419
Shakespeare Wealth Management
Wisconsin
$415K +$4.43K +45 +1%
GSB
1420
Greenfield Savings Bank
Massachusetts
$413K +$14.5K +147 +4%
CAI
1421
Capital Advisors Inc
Oklahoma
$412K -$258K -2,624 -39%
SWM
1422
Silverlake Wealth Management
Vermont
$410K +$138K +1,398 +52%
IB
1423
Intrust Bank
Kansas
$408K -$248K -2,522 -38%
WPW
1424
Waldron Private Wealth
Pennsylvania
$407K -$24.6K -250 -6%
PCM
1425
Penserra Capital Management
California
$407K +$43.2K +439 +12%

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.