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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
ADL
1651
Asset Dedication LLC
California
$254K +$165K +1,674 +199%
SS
1652
SBI Securities
Japan
$254K +$32.8K +333 +15%
CF
1653
Copperwynd Financial
Arizona
$254K +$20.4K +207 +9%
MMHP
1654
Murphy Middleton Hinkle & Parker
Georgia
$253K
AAM
1655
Austin Asset Management
Texas
$253K
CFS
1656
Cannon Financial Strategists
Georgia
$252K -$21.7K -221 -8%
RCWM
1657
Royal Capital Wealth Management
Indiana
$252K -$12K -122 -5%
SFG
1658
Synergy Financial Group
California
$252K +$8.07K +82 +3%
MK
1659
MASTERINVEST Kapitalanlage
$251K +$244K +2,483 New
LAM
1660
LOM Asset Management
$250K +$244K +2,477 New
USGIU
1661
U.S. Global Investors (USGI)
Texas
$250K +$76.1K +774 +46%
SM
1662
Sweeney & Michel
California
$249K -$31.2K -317 -11%
FFA
1663
Founders Financial Alliance
North Carolina
$249K -$330K -3,359 -58%
DE
1664
Diversified Enterprises
Delaware
$249K +$49.1K +499 +25%
LC
1665
LCNB Corp
Ohio
$248K
AI
1666
Atom Investors
Texas
$247K +$241K +2,451 New
SSWM
1667
Sheets Smith Wealth Management
North Carolina
$247K +$1.97K +20 +0.8%
PP
1668
Patten & Patten
Tennessee
$247K -$174K -1,768 -42%
CFFP
1669
Center for Financial Planning
Michigan
$247K
GP
1670
Guardian Partners
Canada
$246K -$9.84K -100 -4%
YCG
1671
Yeomans Consulting Group
Georgia
$246K +$231K +2,353 New
RFS
1672
Richardson Financial Services
Massachusetts
$245K +$231K +2,345 New
IIM
1673
Ipswich Investment Management
Massachusetts
$245K
CW
1674
Code Waechter
Florida
$243K +$237K +2,412 New
NG
1675
Novem Group
New York
$243K -$16.8K -171 -7%

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.