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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
JWM
1576
Jeppson Wealth Management
California
$290K -$105K -1,070 -27%
EGA
1577
E&G Advisors
Texas
$290K -$9.84K -100 -3%
CBA
1578
Coastal Bridge Advisors
Connecticut
$289K -$308K -3,131 -52%
SAM
1579
Shell Asset Management
Netherlands
$289K -$5.9K -60 -2%
HR
1580
Hardy Reed
Mississippi
$288K -$13.5K -137 -5%
ST
1581
Somerset Trust
Pennsylvania
$288K -$23.9K -243 -8%
RF
1582
rebel Financial
Ohio
$288K +$280K +2,849 New
TIA
1583
Traphagen Investment Advisors
New Jersey
$286K +$20.8K +211 +8%
BFG
1584
Birch Financial Group
New Hampshire
$286K +$9.05K +92 +3%
RS
1585
R Squared
Hong Kong
$286K +$278K +2,830 New
AA
1586
Acorns Advisers
California
$285K +$72K +732 +35%
GIP
1587
Granite Investment Partners
California
$285K
WEG
1588
World Equity Group
Illinois
$284K +$590 +6 +0.2%
RCA
1589
Resonant Capital Advisors
Wisconsin
$284K -$1.03M -10,480 -79%
MFC
1590
Mechanics Financial Corp
Ohio
$283K +$5.51K +56 +2%
WWC
1591
Waypoint Wealth Counsel
Georgia
$283K -$14.2K -144 -5%
BOJHT
1592
Bank of Jackson Hole Trust
Wyoming
$283K +$27.4K +278 +11%
PWP
1593
Phillips Wealth Planners
Mississippi
$283K -$3.35K -34 -1%
PFA
1594
Pathway Financial Advisors
Vermont
$283K -$74.8K -760 -21%
LFG
1595
Lockerman Financial Group
California
$283K +$275K +2,800 New
NHT
1596
New Hampshire Trust
New Hampshire
$282K +$60.8K +618 +28%
BW
1597
BIP Wealth
Georgia
$281K
UCI
1598
Uncommon Cents Investing
Wisconsin
$280K +$273K +2,778 New
WC
1599
Wynn Capital
Georgia
$279K +$20.1K +204 +8%
CGL
1600
Clarius Group LLC
Washington
$279K +$1.48K +15 +0.5%

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.