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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
AG
1751
AlTi Global
New York
$208K +$203K +2,064 New
DTC
1752
Davidson Trust Company
Washington
$208K -$27.4K -279 -12%
RW
1753
Rockport Wealth
Ohio
$208K +$203K +2,062 New
CAC
1754
Certified Advisory Corp
Florida
$208K +$6.89K +70 +4%
BFIC
1755
Bedell Frazier Investment Counselling
California
$208K +$203K +2,060 New
CPW
1756
Crestmont Private Wealth
Texas
$207K +$17.6K +179 +10%
GEA
1757
Glen Eagle Advisors
New Jersey
$207K -$2.16K -22 -1%
TCM
1758
Teza Capital Management
Illinois
$207K +$201K +2,046 New
DA
1759
Detalus Advisors
Missouri
$206K
KNW
1760
Kesler Norman & Wride
Utah
$206K -$2.73M -27,717 -93%
SFS
1761
Sharp Financial Services
Pennsylvania
$206K -$49.4K -502 -20%
HFS
1762
Howard Financial Services
Texas
$206K -$5.12K -52 -2%
EB
1763
Exchange Bank
California
$206K
BWFA
1764
Baltimore-Washington Financial Advisors
Maryland
$206K -$2.85K -29 -1%
BTC
1765
Bank & Trust Company
Illinois
$206K
DJSG
1766
D.J. St. Germain
Massachusetts
$206K +$8.36K +85 +4%
ZI
1767
ZEGA Investments
Florida
$206K -$15.6K -159 -7%
JSL
1768
JT Stratford LLC
Georgia
$205K +$200K +2,028 New
AIM
1769
Advyzon Investment Management
Illinois
$204K +$199K +2,021 New
SI
1770
Severin Investments
Missouri
$204K +$6K +61 +3%
GBT
1771
Grove Bank & Trust
Florida
$204K -$21.8K -222 -10%
SWA
1772
SFMG Wealth Advisors
Texas
$203K -$10K -102 -5%
CIA
1773
Cape Investment Advisory
Georgia
$203K -$17.6K -179 -8%
UAML
1774
US Asset Management LLC
Pennsylvania
$203K
FPWM
1775
FSB Premier Wealth Management
Iowa
$203K -$25.6K -260 -11%

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.