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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
BAM
1901
Byrne Asset Management
New Jersey
$44.2K -$469K -4,772 -92%
NECFA
1902
New England Capital Financial Advisors
Connecticut
$43.3K +$197 +2 +0.5%
CH
1903
Canton Hathaway
Rhode Island
$43K
PCFFS
1904
Pacific Center for Financial Services
California
$42.9K
PS
1905
Pinney & Scofield
Massachusetts
$42.2K +$3.84K +39 +10%
CA
1906
Centerpoint Advisors
Massachusetts
$42K +$22.8K +232 +127%
AWM
1907
Abound Wealth Management
Tennessee
$41.3K
DIP
1908
DT Investment Partners
Pennsylvania
$41.1K -$73.3K -745 -65%
EIM
1909
Essex Investment Management
Massachusetts
$40.8K
SFA
1910
Semmax Financial Advisors
North Carolina
$40.4K -$39.5K -401 -46%
RAM
1911
Ramirez Asset Management
New York
$40.4K
FC
1912
Fairscale Capital
New Hampshire
$40.2K
HNB
1913
Hilltop National Bank
Wyoming
$38.7K +$37.7K +383 New
FMB
1914
Field & Main Bank
Kentucky
$38.4K -$8.36K -85 -18%
STB
1915
S&T Bank
Pennsylvania
$37.9K -$590 -6 -2%
AEPWM
1916
Atlantic Edge Private Wealth Management
Florida
$37.1K -$4.43K -45 -11%
GKIM
1917
GW&K Investment Management
Massachusetts
$37K +$2.56K +26 +8%
FUBT
1918
First United Bank & Trust
Maryland
$36.8K -$94.4K -960 -72%
NFSG
1919
Newbridge Financial Services Group
Florida
$36.8K -$5.51K -56 -13%
OWA
1920
Opal Wealth Advisors
New York
$36.6K -$6.79K -69 -16%
JFA
1921
JNBA Financial Advisors
Minnesota
$36.3K -$17.6K -179 -33%
PFG
1922
Putney Financial Group
California
$36K -$2.95K -30 -8%
CAC
1923
Core Alternative Capital
Georgia
$35.7K -$233K -2,370 -87%
RCM
1924
Richardson Capital Management
Wisconsin
$35.3K
ABWM
1925
Alpine Bank Wealth Management
Colorado
$35K

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.