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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
MMCM
1826
Murphy & Mullick Capital Management
New York
$120K -$4.92K -50 -4%
CWM
1827
Centricity Wealth Management
Ohio
$117K -$2.16K -22 -2%
MME
1828
Meag Munich Ergo
Germany
$117K
AC
1829
AlphaCore Capital
California
$117K +$70.1K +713 +161%
IWP
1830
IAG Wealth Partners
Wisconsin
$116K +$787 +8 +0.7%
ME
1831
McIlrath & Eck
Washington
$115K -$28.9K -294 -21%
PWS
1832
Peterson Wealth Services
Utah
$114K -$14.7K -149 -12%
FCT
1833
First Community Trust
Iowa
$114K +$98.4K +1,000 +775%
QPBE
1834
Quintet Private Bank (Europe)
Luxembourg
$114K -$1.54M -15,608 -93%
SWP
1835
Strategic Wealth Partners
Ohio
$113K +$110K +1,118 New
TS
1836
Tamar Securities
California
$113K -$3.44K -35 -3%
OA
1837
Operose Advisors
Wisconsin
$111K +$76.6K +779 +245%
MYIA
1838
Mount Yale Investment Advisors
Colorado
$109K +$107K +1,084 New
BAM
1839
Bellevue Asset Management
Washington
$107K +$394 +4 +0.4%
BTD
1840
BankPlus Trust Department
Mississippi
$106K -$8.17K -83 -7%
SHF
1841
Safe Harbor Fiduciary
Florida
$105K -$1.25M -12,691 -92%
MA
1842
MCF Advisors
Kentucky
$105K +$31K +315 +43%
HBW
1843
Hazlett, Burt & Watson
West Virginia
$105K -$3.25K -33 -3%
RA
1844
Rise Advisors
New York
$104K -$10.3K -105 -9%
BI
1845
Binnacle Investments
Iowa
$104K +$18K +183 +22%
AF
1846
Aviso Financial
Ontario, Canada
$103K
LIA
1847
Luken Investment Analytics
Tennessee
$103K -$187K -1,900 -65%
FDP
1848
Financiere des Professionnels
Quebec, Canada
$101K
WIM
1849
Westside Investment Management
California
$97.3K +$12.2K +124 +15%
SCM
1850
Silvant Capital Management
Georgia
$96.7K -$607K -6,171 -87%

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.