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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
HA
1776
Harbor Advisors
Florida
$202K
SLA
1777
Silver Lake Advisory
Utah
$202K
RLH
1778
RD Lewis Holdings
Florida
$202K -$71.2K -724 -24%
MWM
1779
Massachusetts Wealth Management
Massachusetts
$201K -$9.84K -100 -5%
YLHM
1780
Yelin Lapidot Holdings Management
Israel
$201K
WI
1781
WrapManager Inc
California
$201K -$58K -590 -23%
TSW
1782
Thompson Siegel & Walmsley
Virginia
$201K -$1.97K -20 -1%
WC
1783
Waterloo Capital
Texas
$201K +$196K +1,988 New
Walleye Capital
1784
Walleye Capital
New York
$200K -$5.36M -54,489 -96%
PP
1785
PFS Partners
New Jersey
$197K
PAM
1786
Paradigm Asset Management
New York
$194K +$98.4K +1,000 +108%
OL
1787
OneFund LLC
Florida
$194K -$1.18K -12 -0.6%
HIA
1788
Harbor Investment Advisory
Maryland
$193K -$59.9K -609 -24%
PW
1789
Pandora Wealth
Illinois
$192K
DPW
1790
DiNuzzo Private Wealth
Pennsylvania
$191K +$6K +61 +3%
ECM
1791
Elgethun Capital Management
South Dakota
$191K +$49.7K +505 +36%
CBT
1792
Crews Bank & Trust
Florida
$185K +$56.1K +570 +45%
EWA
1793
EQ Wealth Advisors
Texas
$184K +$179K +1,821 New
OC
1794
Oakworth Capital
Alabama
$179K +$8.07K +82 +5%
AWM
1795
Accredited Wealth Management
Kentucky
$176K -$25.9K -263 -13%
TLA
1796
Tanglewood Legacy Advisors
Texas
$175K
ITIM
1797
Indiana Trust & Investment Management
Indiana
$174K +$1.08K +11 +0.6%
CT
1798
Coastline Trust
Rhode Island
$167K -$1.97K -20 -1%
YDMI
1799
Y.D. More Investments
Israel
$160K +$25.7K +261 +20%
WSCM
1800
Wellington Shields Capital Management
New York
$158K

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.