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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
CB
1976
CNB Bank
Pennsylvania
$21.5K -$24.5K -249 -54%
FRA
1977
Front Row Advisors
California
$21.2K
OP
1978
ORG Partners
Indiana
$21K -$32.3K -328 -62%
TCM
1979
TruNorth Capital Management
Michigan
$20.4K -$25.6K -260 -56%
AT
1980
Arlington Trust
Alabama
$20.2K -$7.38K -75 -27%
SNB
1981
Security National Bank
Nebraska
$20.2K
CPG
1982
Cornerstone Planning Group
New Jersey
$19.9K +$2.66K +27 +13%
APW
1983
Aventura Private Wealth
Florida
$19.7K -$14.8K -150 -43%
QWM
1984
Quaker Wealth Management
New Jersey
$19.4K +$18.9K +192 New
CIAM
1985
Caitong International Asset Management
Hong Kong
$19.1K +$18.1K +184 +3,680%
T
1986
TOBAM
France
$19K -$689K -7,004 -97%
WBC
1987
West Branch Capital
Massachusetts
$18.2K
AWM
1988
Activest Wealth Management
Florida
$17.6K +$14.2K +144 +480%
FCAS
1989
First Command Advisory Services
Texas
$17.4K -$32.3K -328 -66%
RTL
1990
Red Tortoise LLC
Georgia
$16.9K -$1.28K -13 -7%
CAM
1991
Creekmur Asset Management
Illinois
$16.9K -$1.08K -11 -6%
CCM
1992
Carderock Capital Management
Maryland
$16.9K +$16.4K +167 New
HHMI
1993
Howard Hughes Medical Institute
Maryland
$15.9K +$15.5K +158 New
W
1994
WealthCollab
Washington
$15.6K -$2.56K -26 -14%
WOSD
1995
WFA of San Diego
California
$15.6K +$15.2K +155 New
PWMG
1996
Prestige Wealth Management Group
New Jersey
$15.5K
FDCP
1997
Foster Dykema Cabot & Partners
Massachusetts
$15.1K
CWIG
1998
Chung Wu Investment Group
Texas
$15.1K +$14.8K +150 New
PP
1999
PrairieView Partners
Minnesota
$15K
CMP
2000
Coston McIsaac & Partners
Maine
$15K +$197 +2 +1%

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.