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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
CIA
1551
Choate Investment Advisors
Massachusetts
$306K -$231K -2,350 -44%
AWA
1552
Aaron Wealth Advisors
Illinois
$306K +$105K +1,071 +55%
MAFA
1553
MJT & Associates Financial Advisory
Minnesota
$305K
BSTWA
1554
Blake Schutter Theil Wealth Advisors
Ohio
$303K -$79.2K -805 -21%
LCM
1555
Liberty Capital Management
Michigan
$303K
CG
1556
Curat Global
New Hampshire
$303K +$49.2K +500 +20%
SB
1557
Simmons Bank
Arkansas
$302K -$19.7K -200 -6%
TF
1558
Trek Financial
Arizona
$301K +$293K +2,980 New
GCM
1559
Generation Capital Management
New York
$299K +$5.61K +57 +2%
OBWG
1560
Onyx Bridge Wealth Group
New York
$299K -$16K -163 -5%
HBT
1561
Heartland Bank & Trust
Illinois
$299K -$7.18K -73 -2%
TC
1562
Trilogy Capital
California
$297K -$2.28M -23,151 -89%
WCM
1563
WealthTrak Capital Management
Virginia
$296K +$4.62K +47 +2%
PWM
1564
Palumbo Wealth Management
New York
$296K +$17K +173 +6%
WT
1565
Washington Trust
Rhode Island
$295K -$7.58K -77 -3%
SEP
1566
Southland Equity Partners
Missouri
$295K +$18.7K +190 +7%
PWPS
1567
Pinnacle Wealth Planning Services
Ohio
$294K +$68.5K +696 +31%
CFA
1568
Cahill Financial Advisors
Minnesota
$293K +$286K +2,907 New
QIM
1569
Quantitative Investment Management
Virginia
$293K -$6.87M -69,793 -96%
DIA
1570
Dana Investment Advisors
Wisconsin
$292K -$15.7K -160 -5%
SP
1571
Successful Portfolios
Florida
$292K -$4.03K -41 -1%
SFP
1572
Shepherd Financial Partners
Massachusetts
$292K +$10.9K +111 +4%
VW
1573
Vance Wealth
California
$292K +$7.28K +74 +3%
CWA
1574
Choice Wealth Advisors
Maine
$290K +$3.35K +34 +1%
GM
1575
GeoWealth Management
Illinois
$290K +$95.8K +974 +51%

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.