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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
VWA
2001
Valued Wealth Advisors
Utah
$14.9K -$6.49K -66 -31%
BL
2002
BFSG LLC
California
$14.1K
AT
2003
Avalon Trust
New Mexico
$13.5K -$197 -2 -1%
PGAM
2004
Princeton Global Asset Management
New Jersey
$13.4K +$10.1K +103 +343%
DFC
2005
DB Fitzpatrick & Co
Idaho
$13K
TIM
2006
Total Investment Management
Arizona
$12.6K +$12.3K +125 New
FFL
2007
Financial Freedom LLC
Ohio
$12.6K
PSFG
2008
Park Square Financial Group
Georgia
$12.4K -$984 -10 -8%
KG
2009
Kilter Group
New York
$12.1K +$11.8K +120 New
GWSG
2010
GPS Wealth Strategies Group
Colorado
$11.6K -$2.75K -28 -20%
RWM
2011
Rialto Wealth Management
New York
$11.4K -$4.23K -43 -28%
MFT
2012
Moisand Fitzgerald Tamayo
Florida
$11.3K -$7.67K -78 -41%
SWP
2013
SIMA Wealth Partners
Virginia
$11.3K -$12.8K -130 -54%
CW
2014
Curio Wealth
Maryland
$11.1K +$10.7K +109 +10,900%
TIM
2015
Thompson Investment Management
Wisconsin
$11K
AW
2016
Avion Wealth
Texas
$11K -$33.3K -338 -75%
SC
2017
Solstein Capital
California
$10.8K +$10.5K +107 New
CWP
2018
Clark Wealth Partners
Illinois
$10.8K +$197 +2 +2%
HIMS
2019
Hager Investment Management Services
New Hampshire
$10.6K -$6.89K -70 -40%
AWM
2020
AllSquare Wealth Management
New York
$10.5K
PWMG
2021
Private Wealth Management Group
New Jersey
$10.3K -$4.53K -46 -31%
IRAG
2022
Investment Research & Advisory Group
Georgia
$10.1K
VIS
2023
Vega Investment Solutions
France
$10.1K +$9.84K +100 New
HWM
2024
HighMark Wealth Management
Minnesota
$10K -$492 -5 -5%
BFS
2025
Burkett Financial Services
South Carolina
$9.48K +$197 +2 +2%

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.