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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
ANBT
1501
American National Bank & Trust
Texas
$348K +$295 +3 +0.1%
FHA
1502
First Horizon Advisors
Tennessee
$348K -$138K -1,399 -29%
LA
1503
Lifeworks Advisors
Michigan
$347K +$86.3K +877 +34%
KCP
1504
Kera Capital Partners
California
$346K -$2.27M -23,058 -87%
CNFG
1505
Creegan & Nassoura Financial Group
New Hampshire
$344K -$9.54K -97 -3%
RFG
1506
Range Financial Group
Oregon
$343K +$29.9K +304 +10%
LGF
1507
LGT Group Foundation
Liechtenstein
$341K +$25.8K +262 +8%
LWP
1508
LMG Wealth Partners
Louisiana
$341K +$3.74K +38 +1%
FA
1509
Faithward Advisors
Pennsylvania
$341K -$70.7K -719 -18%
MAG
1510
MRA Advisory Group
New Jersey
$341K +$94.5K +961 +40%
FA
1511
Fiduciary Alliance
South Carolina
$340K +$53.5K +544 +19%
FCA
1512
Fortis Capital Advisors
Kansas
$340K +$17.7K +180 +6%
FVWA
1513
Foster Victor Wealth Advisors
South Carolina
$340K -$99K -1,006 -23%
TSMHT
1514
Thurston Springer Miller Herd & Titak
Indiana
$339K -$165K -1,675 -33%
PEAK6
1515
PEAK6
Illinois
$337K +$329K +3,343 New
MA
1516
MKT Advisors
California
$337K -$1.77K -18 -0.6%
LAM
1517
L2 Asset Management
Massachusetts
$337K +$16.9K +172 +5%
NAS
1518
NWF Advisory Services
California
$336K +$21.7K +221 +7%
AB
1519
Atlas Brown
Kentucky
$336K +$96.4K +980 +42%
HPM
1520
Hoxton Planning & Management
West Virginia
$336K +$147K +1,494 +81%
ET
1521
Equitable Trust
Tennessee
$335K -$290K -2,944 -47%
Financial Engines Advisors
1522
Financial Engines Advisors
California
$334K +$89.2K +907 +38%
RC
1523
Rexford Capital
Texas
$334K +$325K +3,308 New
SFC
1524
SYM Financial Corp
Indiana
$333K +$108K +1,102 +50%
VIM
1525
VELA Investment Management
Ohio
$333K +$45.3K +460 +16%

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.