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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
PA
1451
PSI Advisors
Florida
$389K +$160K +1,623 +73%
GJWM
1452
Gilliland Jeter Wealth Management
Arkansas
$387K +$885 +9 +0.2%
PIMG
1453
Patriot Investment Management Group
Tennessee
$387K -$28K -285 -7%
SAM
1454
Summit Asset Management
Tennessee
$386K -$19.7K -200 -5%
NIM
1455
Northeast Investment Management
Massachusetts
$386K -$864K -8,786 -70%
BFA
1456
Buttonwood Financial Advisors
Maryland
$386K -$66.8K -679 -15%
AA
1457
Alta Advisers
United Kingdom
$383K
LA
1458
LexAurum Advisors
Kansas
$382K -$6.39K -65 -2%
HNWAG
1459
High Net Worth Advisory Group
Florida
$380K -$59.1K -601 -14%
DW
1460
Durante & Waters
New York
$379K +$98 +1 +0%
KIG
1461
Kennedy Investment Group
New Jersey
$379K +$46.4K +472 +14%
FT
1462
Fiduciary Trust
Massachusetts
$378K -$166K -1,686 -31%
FFBTD
1463
First Financial Bank - Trust Division
Ohio
$377K +$11.3K +115 +3%
CWA
1464
Centerline Wealth Advisors
Kentucky
$376K +$197 +2 +0.1%
RL
1465
Rogco LP
Oklahoma
$376K -$4.92K -50 -1%
KP
1466
Keel Point
Alabama
$375K +$28.6K +291 +8%
CI
1467
Conning Inc
Connecticut
$374K -$12.9K -131 -3%
LWCFA
1468
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$373K
SIC
1469
Sterling Investment Counsel
New York
$373K +$42.8K +435 +13%
VIP
1470
Vista Investment Partners
Oklahoma
$371K +$53.6K +545 +17%
PP
1471
PDT Partners
New York
$370K +$361K +3,667 New
PF
1472
Phoenix Financial
Israel
$370K -$1.18M -12,036 -77%
VCM
1473
Versant Capital Management
Arizona
$370K -$102K -1,032 -22%
CIS
1474
Capital International Sarl
California
$369K -$157K -1,592 -30%
BMCM
1475
Bryn Mawr Capital Management
Pennsylvania
$369K -$10.7K -109 -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.