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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
CG
1701
Clifford Group
Massachusetts
$229K +$25K +254 +13%
BIM
1702
Bridges Investment Management
Nebraska
$229K -$49.2K -500 -18%
EFSCE
1703
Enterprise Financial Services Corp (EFSC)
Missouri
$229K +$223K +2,265 New
WA
1704
Waddell & Associates
Tennessee
$228K +$222K +2,261 New
RWP
1705
Ridgecrest Wealth Partners
California
$228K +$27.3K +277 +14%
6F
1706
626 Financial
Michigan
$228K +$222K +2,256 New
LWM
1707
Lyell Wealth Management
California
$227K -$984 -10 -0.4%
OFC
1708
Oakland Financial Corp
$227K
PFM
1709
Patton Fund Management
Texas
$227K +$221K +2,249 New
BDL
1710
Bey-Douglas LLC
Georgia
$226K +$220K +2,239 New
RA
1711
Ransom Advisory
Rhode Island
$226K -$14.8K -150 -6%
FCB
1712
First County Bank
Connecticut
$226K -$125K -1,271 -36%
TBNY
1713
Trustco Bank (New York)
New York
$225K -$40.5K -412 -16%
BFA
1714
Bill Few Associates
Pennsylvania
$225K -$19.6K -199 -8%
BHPW
1715
Beverly Hills Private Wealth
California
$225K -$920K -9,349 -81%
CA
1716
CV Advisors
Florida
$225K
HWA
1717
Heritage Wealth Advisors
Virginia
$224K -$118K -1,195 -35%
FAN
1718
Financial Advisors Network
California
$224K +$218K +2,216 New
AWM
1719
Arista Wealth Management
Nevada
$222K +$216K +2,199 New
BPFA
1720
Barnes Pettey Financial Advisors
Mississippi
$222K +$394 +4 +0.2%
GDP
1721
Great Diamond Partners
Maine
$221K +$215K +2,185 New
DLA
1722
Douglas Lane & Associates
New York
$220K -$16.7K -170 -7%
RMP
1723
Richards, Merrill & Peterson
Washington
$220K +$492 +5 +0.2%
CCA
1724
Cobblestone Capital Advisors
New York
$220K -$402K -4,091 -65%
JCFM
1725
JBR Co Financial Management
Oklahoma
$220K -$47.5K -483 -18%

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.