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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
SRC
1626
Shufro Rose & Co
New York
$268K
FMLI
1627
Fukoku Mutual Life Insurance
Japan
$268K
SEM
1628
Suncoast Equity Management
Florida
$268K
HWA
1629
HHM Wealth Advisors
Tennessee
$266K +$5.41K +55 +2%
RCA
1630
Ranch Capital Advisors
Florida
$265K +$10.5K +107 +4%
FF
1631
Finley Financial
Nevada
$265K
HWA
1632
HCR Wealth Advisors
California
$265K -$492 -5 -0.2%
BWP
1633
Barlow Wealth Partners
Kentucky
$264K +$246K +2,505 New
NCTC
1634
New Covenant Trust Company
Indiana
$264K
SWA
1635
Sax Wealth Advisors
New Jersey
$263K -$70.3K -715 -22%
AGA
1636
Accuvest Global Advisors
Utah
$263K -$181K -1,838 -41%
PTP
1637
Platform Technology Partners
New York
$263K -$51.3K -521 -17%
1WA
1638
180 Wealth Advisors
Washington
$261K +$26.4K +268 +12%
CIC
1639
Chase Investment Counsel
Virginia
$260K -$57.2K -581 -18%
CFO
1640
CVA Family Office
Colorado
$259K +$14.4K +146 +6%
CWG
1641
Cornerstone Wealth Group
North Carolina
$258K +$9.54K +97 +4%
SOAMC
1642
Spirit of America Management Corp
New York
$257K
AGWCA
1643
Annis Gardner Whiting Capital Advisors
Florida
$257K +$37.9K +385 +18%
JF
1644
Joule Financial
Kentucky
$256K +$12.2K +124 +5%
DC
1645
Diametric Capital
Massachusetts
$255K +$249K +2,529 New
MWC
1646
MBM Wealth Consultants
Missouri
$255K +$58.3K +593 +31%
HAS
1647
HBW Advisory Services
California
$255K +$7.67K +78 +3%
CAMG
1648
CWA Asset Management Group
Florida
$255K -$92.8K -943 -27%
TT
1649
TI-Trust
Illinois
$254K
NAS
1650
Nicolet Advisory Services
Wisconsin
$254K +$35.1K +357 +13%

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.