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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
PSP
1676
Pacific Sage Partners
Washington
$242K +$51.6K +524 +28%
AFG
1677
Allegheny Financial Group
Pennsylvania
$242K +$492 +5 +0.2%
CRC
1678
Curi RMB Capital
Illinois
$241K +$235K +2,392 New
LAM
1679
Lewis Asset Management
California
$241K +$235K +2,385 New
AWAP
1680
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$240K +$8.56K +87 +4%
SHFA
1681
SC&H Financial Advisors
Maryland
$240K -$187K -1,900 -44%
CA
1682
Calton & Associates
Florida
$239K +$49.3K +501 +27%
PAS
1683
PKS Advisory Services
New York
$238K +$197K +2,006 New
OL
1684
Optas LLC
Texas
$238K +$5.9K +60 +3%
FCH
1685
Freestone Capital Holdings
Washington
$238K -$77K -783 -25%
CH
1686
Cromwell Holdings
Wyoming
$236K +$166K +1,686 +258%
JWWM
1687
Johnson & White Wealth Management
Pennsylvania
$236K -$18.1K -184 -7%
PL
1688
Plancorp LLC
Missouri
$236K -$8.26K -84 -3%
DFA
1689
Delta Financial Advisors
Louisiana
$235K -$4.72K -48 -2%
PAI
1690
Pittenger & Anderson Inc
Nebraska
$234K
3F
1691
360 Financial
Minnesota
$233K
PAM
1692
PCG Asset Management
New Jersey
$232K -$34.4K -350 -13%
EW
1693
Evexia Wealth
Wisconsin
$232K
BAM
1694
Bosun Asset Management
Illinois
$232K
HPBT
1695
Hickory Point Bank & Trust
Illinois
$231K
CFGW
1696
Chancellor Financial Group WB
Pennsylvania
$230K +$9.84K +100 +5%
MWP
1697
Meriwether Wealth & Planning
Louisiana
$230K +$44.1K +448 +24%
CFP
1698
Catalyst Financial Partners
Massachusetts
$230K -$21.2K -215 -9%
SCM
1699
Sollinda Capital Management
Florida
$230K -$3.94K -40 -2%
AWM
1700
Axxcess Wealth Management
California
$229K -$526K -5,347 -70%

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.