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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
MAM
2026
Meeder Asset Management
Ohio
$9.19K -$252K -2,564 -97%
HFS
2027
Horizon Financial Services
North Carolina
$9.09K
VNA
2028
Valley National Advisers
Pennsylvania
$9K -$77.7K -790 -90%
FCG
2029
Financial Connections Group
California
$9K +$6.59K +67 +216%
HWP
2030
Highline Wealth Partners
California
$8.83K +$2.56K +26 +43%
VWM
2031
Vermillion Wealth Management
Minnesota
$8.78K
CVM
2032
Cheviot Value Management
California
$8.67K
YP
2033
YANKCOM Partnership
South Dakota
$8.58K +$197 +2 +2%
BWAM
2034
Boyd Watterson Asset Management
Ohio
$7.77K -$6.69K -68 -47%
PWM
2035
Proathlete Wealth Management
Florida
$7.67K
OW
2036
Olistico Wealth
Oklahoma
$7.57K -$1.08K -11 -13%
RCM
2037
Ravenstone Capital Management
$7.57K +$7.38K +75 New
EAM
2038
Eukles Asset Management
Ohio
$7.37K
HFS
2039
Hughes Financial Services
Virginia
$7.16K -$1.57K -16 -16%
CMA
2040
Cedar Mountain Advisors
Oregon
$7.11K +$98 +1 +1%
GC
2041
Gould Capital
Washington
$7.07K -$1.28K -13 -16%
EWP
2042
Elevation Wealth Partners
California
$7.07K
IHWM
2043
Iron Horse Wealth Management
Iowa
$7.07K
BFS
2044
Bare Financial Services
Pennsylvania
$7.07K +$5.12K +52 +289%
EA
2045
Evolution Advisers
Virginia
$7K
NSG
2046
Nalls Sherbakoff Group
Tennessee
$6.91K +$98 +1 +1%
UBP
2047
Union Bancaire Privee
Switzerland
$6.88K
WPA
2048
Wealth Preservation Advisors
Tennessee
$5.75K -$1.28K -13 -19%
TIM
2049
Tortoise Investment Management
New York
$5.75K +$3.05K +31 +119%
KA
2050
Kozak & Associates
Colorado
$5.39K -$689 -7 -12%

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.