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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
AC
1601
Avestar Capital
New York
$278K +$82.6K +840 +44%
MHIC
1602
Marble Harbor Investment Counsel
Massachusetts
$278K
1W
1603
1776 Wealth
Georgia
$278K -$4.92K -50 -2%
BCM
1604
Bluefin Capital Management
New York
$278K -$34.4K -350 -11%
SCP
1605
Sivia Capital Partners
California
$277K +$270K +2,749 New
CTB
1606
Country Trust Bank
Illinois
$277K -$5.31K -54 -2%
HWA
1607
Heartwood Wealth Advisors
Virginia
$277K -$689 -7 -0.3%
BPW
1608
Bingham Private Wealth
California
$276K -$31.2K -317 -10%
LW
1609
Lauer Wealth
Indiana
$276K +$314K +3,194 New
RPCONE
1610
Retirement Planning Company of New England
Rhode Island
$275K -$28.9K -294 -10%
OFS
1611
OneAscent Financial Services
Alabama
$275K -$265K -2,696 -50%
TCWA
1612
Turtle Creek Wealth Advisors
Texas
$275K +$268K +2,720 New
BAG
1613
Bridgewealth Advisory Group
California
$273K +$266K +2,700 New
MAV
1614
Mason & Associates (Virginia)
Virginia
$272K -$32.8K -333 -11%
SCM
1615
Sterling Capital Management
North Carolina
$271K +$14.2K +144 +6%
EIP
1616
Ellis Investment Partners
Pennsylvania
$270K -$19.8K -201 -7%
IA
1617
IFG Advisors
Missouri
$270K -$13.9K -141 -5%
CIG
1618
CHB Investment Group
Pennsylvania
$270K -$98 -1 -0%
JWM
1619
Jacksonville Wealth Management
Florida
$270K -$5.9K -60 -2%
AWM
1620
Angeles Wealth Management
California
$270K -$101K -1,031 -28%
CWA
1621
CogentBlue Wealth Advisors
Tennessee
$269K -$24K -244 -8%
FPB
1622
First PREMIER Bank
South Dakota
$269K +$14.3K +145 +6%
CAG
1623
Crestwood Advisors Group
Massachusetts
$269K +$262K +2,665 New
LWM
1624
Liberty Wealth Management
California
$268K -$394 -4 -0.2%
FFO
1625
Fortitude Family Office
Arizona
$268K +$1.18K +12 +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.