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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
CWP
1801
Concord Wealth Partners
Virginia
$157K +$51.3K +521 +50%
PB
1802
Pinnacle Bancorp
Nebraska
$155K -$15.7K -160 -9%
SCA
1803
Stuart Chaussee & Associates
California
$155K
MIM
1804
MTM Investment Management
South Carolina
$154K +$150K +1,529 New
TC
1805
Trust Company
Kansas
$153K -$39.4K -400 -21%
AWM
1806
Atticus Wealth Management
Florida
$153K +$134K +1,361 +890%
MCAI
1807
Members Capital Advisors Inc
Wisconsin
$149K
CM
1808
Capula Management
Cayman Islands
$147K +$39.5K +401 +38%
LB
1809
Legacy Bridge
Iowa
$146K -$11.8K -120 -8%
C
1810
Covestor
United Kingdom
$142K +$42.7K +434 +44%
S
1811
Sachetta
Massachusetts
$142K -$59.7K -607 -30%
GSWM
1812
Golden State Wealth Management
California
$136K -$22K -224 -14%
CWM
1813
CarsonAllaria Wealth Management
Illinois
$135K -$30K -305 -19%
FMTCOCP
1814
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$133K
LC
1815
Lavaca Capital
Texas
$133K +$1.87K +19 +1%
GFL
1816
Granite FO LLC
New Hampshire
$131K -$49.2K -500 -28%
ST
1817
Smithfield Trust
Pennsylvania
$131K -$13.6K -138 -10%
BGAI
1818
Bruce G. Allen Investments
Colorado
$129K -$30.8K -313 -20%
SPF
1819
South Plains Financial
Texas
$129K +$2.46K +25 +2%
ATC
1820
Adirondack Trust Company
New York
$128K -$104K -1,060 -46%
USB
1821
Union Savings Bank
Connecticut
$123K +$66.2K +673 +89%
CSPIA
1822
Cary Street Partners Investment Advisory
Virginia
$122K -$40K -407 -25%
API
1823
Asset Planning Inc
California
$121K +$295 +3 +0.3%
AA
1824
Addison Advisors
Vermont
$121K -$5.71K -58 -5%
ETC
1825
Exchange Traded Concepts
Oklahoma
$120K -$21.3M -216,295 -99%

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.