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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
PI
1426
Pettee Investors
Connecticut
$406K
LIM
1427
Leavell Investment Management
Alabama
$406K -$88.2K -896 -18%
WTG
1428
West Tower Group
Virginia
$404K +$59K +600 +18%
JWA
1429
JFS Wealth Advisors
Pennsylvania
$403K -$1.97K -20 -0.5%
TWP
1430
Tyche Wealth Partners
Texas
$402K -$1.38K -14 -0.4%
FNT
1431
First Nebraska Trust
Nebraska
$402K -$6.39K -65 -2%
TCA
1432
Transcend Capital Advisors
New Jersey
$402K -$84K -854 -18%
SFG
1433
Seamount Financial Group
Colorado
$401K +$391K +3,975 New
FSA
1434
Franklin Street Advisors
North Carolina
$401K +$25.1K +255 +7%
JHC
1435
J. Hagan Capital
Kentucky
$401K +$4.03K +41 +1%
ESBC
1436
E.S. Barr & Co
Kentucky
$400K
SWMG
1437
Sard Wealth Management Group
Georgia
$399K +$28.6K +291 +8%
PFSC
1438
Peoples Financial Services Corp
Pennsylvania
$398K
DS
1439
DRW Securities
Illinois
$398K +$388K +3,939 New
AWAU
1440
Alliance Wealth Advisors (Utah)
Utah
$397K -$8.46K -86 -2%
PTC
1441
Petrus Trust Company
Texas
$396K -$350K -3,559 -48%
LWAM
1442
Legacy Wealth Asset Management
Minnesota
$396K +$13.7K +139 +4%
IC
1443
Iconiq Capital
California
$395K +$385K +3,913 New
SAM
1444
Smartleaf Asset Management
Massachusetts
$394K -$222K -2,257 -37%
BCM
1445
Boreal Capital Management
Florida
$391K +$381K +3,877 New
WPC
1446
Wedmont Private Capital
Pennsylvania
$391K -$10.3K -105 -3%
EMAM
1447
Encompass More Asset Management
California
$390K -$64.4K -655 -15%
AWM
1448
Adams Wealth Management
Utah
$389K +$380K +3,861 New
CI
1449
CacheTech Inc
Utah
$389K +$380K +3,861 New
CA
1450
Claro Advisors
Massachusetts
$389K -$54.1K -550 -13%

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.