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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
PWA
2101
Provenance Wealth Advisors
Florida
$1.31K -$2.07K -21 -62%
RJA
2102
Ross\Johnson & Associates
Minnesota
$1.31K
HIA
2103
HFM Investment Advisors
New Jersey
$1.21K +$689 +7 +140%
GPFA
2104
Game Plan Financial Advisors
Ohio
$1.11K
DCBT
2105
Dakota Community Bank & Trust
North Dakota
$1.01K
CFG
2106
CKW Financial Group
Hawaii
$1K
NWM
2107
Nova Wealth Management
Florida
$776 +$197 +2 +33%
LFA
2108
LGT Financial Advisors
Texas
$707 +$689 +7 New
SHIM
2109
Stone House Investment Management
Pennsylvania
$707 +$689 +7 New
FMP
2110
Financial Management Professionals
Texas
$404 -$276K -2,805 -100%
CTWM
2111
Cherry Tree Wealth Management
Minnesota
$303
KHC
2112
Koesten Hirschmann & Crabtree
Kansas
$254 +$98 +1 +50%
HNW
2113
High Note Wealth
Minnesota
$202 +$197 +2 New
OLVIG
2114
Oliver Lagore Vanvalin Investment Group
Michigan
$178 +$197 +2 New
JSSH
2115
J. Safra Sarasin Holding
-$46.3M -420,634 Closed
CIP
2116
Cornerstone Investment Partners
Georgia
-$29.8M -270,609 Closed
USAA
2117
United Services Automobile Association
Texas
-$19.2M -175,117 Closed
BCM
2118
Bridgeway Capital Management
Texas
-$19M -173,050 Closed
CF
2119
Corebridge Financial
Texas
-$17.9M -163,121 Closed
Tudor Investment Corp
2120
Tudor Investment Corp
Connecticut
-$15.9M -161,438 Closed
BG
2121
Bahl & Gaynor
Ohio
-$13.9M -125,943 Closed
FCI
2122
Financial Counselors Inc
Kansas
-$12.5M -113,667 Closed
DP
2123
Dearborn Partners
Illinois
-$10.6M -96,402 Closed
Simplex Trading
2124
Simplex Trading
Illinois
-$9.2M -93,523 Closed
CIC
2125
Chilton Investment Company
Connecticut
-$9.73M -88,496 Closed

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.