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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
BHWM
1876
Beaird Harris Wealth Management
Texas
$65.1K +$19.7K +200 +45%
WTFG
1877
Wood Tarver Financial Group
Idaho
$64K
GIM
1878
Generali Investments Management
Slovenia
$63.9K
RS
1879
Rakuten Securities
Japan
$63.4K -$125K -1,266 -67%
MWA
1880
Medallion Wealth Advisors
Connecticut
$63.4K +$295 +3 +0.5%
VWA
1881
VSM Wealth Advisory
Maryland
$62.5K +$17.6K +179 +41%
NRG
1882
Nemes Rush Group
Michigan
$61.7K -$99.7K -1,013 -62%
AG
1883
AmeriFlex Group
Nevada
$61.7K -$62.5K -635 -51%
ATC
1884
Advantage Trust Company
Kansas
$60.6K +$9.84K +100 +20%
VC
1885
Vestor Capital
Illinois
$59K -$49.1K -499 -38%
NC
1886
North Capital
Utah
$57K -$7.18K -73 -11%
MSFP
1887
Mark Sheptoff Financial Planning
Connecticut
$55.5K
EWM
1888
Evermay Wealth Management
Virginia
$54.8K -$119K -1,207 -69%
TFM
1889
TFC Financial Management
Massachusetts
$53.9K -$492 -5 -0.9%
SIC
1890
Salem Investment Counselors
North Carolina
$51K -$5.61K -57 -10%
CJH
1891
Christopher J. Hasenberg
Wisconsin
$50.8K
IAS
1892
IMA Advisory Services
Colorado
$50.2K
MTIC
1893
Missouri Trust & Investment Company
Missouri
$49K -$10.8K -110 -18%
RFG
1894
REAP Financial Group
Texas
$48.7K +$12.5K +127 +36%
EDRH
1895
Edmond de Rothschild Holding
Switzerland
$48.7K -$3.56M -36,191 -99%
PP
1896
Pacifica Partners
Canada
$48K +$4.92K +50 +12%
CT
1897
Clearstead Trust
Maine
$47.9K -$76.8K -781 -62%
SC
1898
Swan Capital
Florida
$46.8K +$2.46K +25 +6%
RF
1899
Rossby Financial
Florida
$44.9K +$10.8K +110 +33%
PH
1900
Pinnacle Holdings
Oklahoma
$44.9K +$43.8K +445 New

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.