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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
2076
Marquette Asset Management
Minnesota
$2.83K
BC
2077
Bayforest Capital
United Kingdom
$2.73K -$817K -8,300 -100%
AP
2078
Aspect Partners
Virginia
$2.73K -$1.77K -18 -40%
LWA
2079
Lowe Wealth Advisors
Maryland
$2.52K -$4.03K -41 -62%
MLA
2080
MB, Levis & Associates
Pennsylvania
$2.52K
TCA
2081
Trifecta Capital Advisors
Illinois
$2.52K
MCI
2082
MRP Capital Investments
Georgia
$2.52K +$2.46K +25 New
RAM
2083
Riggs Asset Management
Pennsylvania
$2.32K +$1.67K +17 +283%
RWS
2084
Retirement Wealth Solutions
Wisconsin
$2.22K
BCPWM
2085
Bradley & Co Private Wealth Management
Florida
$2.12K
IMC
2086
Investment Management Corporation
Virginia
$2.12K
PS
2087
PayPay Securities
Japan
$2.02K -$295 -3 -13%
AP
2088
Atwood & Palmer
Missouri
$2.02K
FGC
2089
Financial Gravity Companies
Texas
$2.02K +$1.97K +20 New
1NWS
2090
1 North Wealth Services
Maryland
$1.92K
BHWM
2091
Bay Harbor Wealth Management
Maryland
$1.92K +$295 +3 +19%
HIW
2092
Holos Integrated Wealth
Pennsylvania
$1.91K
MPW
2093
MASECO Private Wealth
$1.9K +$1.87K +19 New
HC
2094
Hara Capital
Washington
$1.82K
PWM
2095
Parkworth Wealth Management
California
$1.82K +$1.28K +13 +260%
CCMI
2096
Creative Capital Management Investments
California
$1.72K +$1.67K +17 New
MSG
2097
Main Street Group
Virginia
$1.61K -$1.38K -14 -47%
NL
2098
NVWM LLC
Pennsylvania
$1.51K -$394 -4 -21%
TFA
2099
Transamerica Financial Advisors
Florida
$1.5K -$1.48K -15 -50%
SIC
2100
SJS Investment Consulting
Ohio
$1.31K -$18.4K -187 -94%

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.