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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
SL
1951
Salomon & Ludwin
Virginia
$26.7K +$4.23K +43 +20%
FP
1952
Financial Perspectives
Minnesota
$25.6K
MAWAG
1953
Mid-American Wealth Advisory Group
Missouri
$25.6K +$25K +254 New
MSWA
1954
Marshall & Sterling Wealth Advisors
New York
$25.4K -$2.95K -30 -11%
GJIA
1955
Glass Jacobson Investment Advisors
Maryland
$25.4K -$99.2K -1,008 -80%
SC
1956
Stephens Consulting
Michigan
$25.4K +$2.85K +29 +13%
FGA
1957
Fortis Group Advisors
New Jersey
$25.2K -$218K -2,211 -90%
CNBTD
1958
Citizens National Bank Trust Department
Mississippi
$25.2K
EPIME
1959
Evelyn Partners Investment Management (Europe)
$25.2K
PSB
1960
Piscataqua Savings Bank
New Hampshire
$25.2K +$4.92K +50 +25%
KSB
1961
Kennebec Savings Bank
Maine
$24.9K
FNWA
1962
Financial Network Wealth Advisors
Utah
$24.4K -$33.7K -343 -59%
GTAM
1963
Global Trust Asset Management
Florida
$24.2K -$47.2K -480 -67%
AIA
1964
Aventus Investment Advisors
Florida
$24K +$23.4K +238 New
OAJ
1965
Ogorek Anthony Joseph
New York
$24K +$4.33K +44 +22%
JGIA
1966
Jackson Grant Investment Advisers
Connecticut
$23.9K
CA
1967
Crewe Advisors
Utah
$23.8K +$14.8K +150 +174%
CIAS
1968
CBIZ Investment Advisory Services
Ohio
$23.3K +$11.6K +118 +104%
BIA
1969
Bell Investment Advisors
California
$23K +$4.72K +48 +27%
FDW
1970
Fourth Dimension Wealth
Ohio
$22.7K
WA
1971
Whipplewood Advisors
Colorado
$22.3K -$12.2K -124 -36%
GWP
1972
Gen-Wealth Partners
Michigan
$21.9K +$1.38K +14 +7%
CWM
1973
Consultiva Wealth Management
Puerto Rico
$21.7K
TCM
1974
TD Capital Management
Tennessee
$21.7K +$21.2K +215 New
PWA
1975
Physician Wealth Advisors
Utah
$21.5K +$3.25K +33 +18%

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.