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United Parcel Service
UPS

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: 2,199 → 2,114 (-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: 36 → 31 (-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

Top Buyers

Rank Fund Capital Flow
1
Victory Capital Management
Victory Capital Management
Texas
+$649M
2
BlackRock
BlackRock
New York
+$243M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$199M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$177M
5
Invesco
Invesco
Georgia
+$176M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.06B
2
JP Morgan Chase
JP Morgan Chase
New York
-$478M
3
Amundi
Amundi
France
-$475M
4
Bank of America
Bank of America
North Carolina
-$347M
5
Wells Fargo
Wells Fargo
California
-$248M
Name Holding Trade Value Shares
Change 		Change in
Stake
TL
2201
Tradewinds LLC
North Carolina
– -$504K -4,584 Closed
PCP
2202
Perbak Capital Partners
United Kingdom
– -$489K -4,450 Closed
SWM
2203
Salvus Wealth Management
New Jersey
– -$480K -4,363 Closed
AFG
2204
ABLE Financial Group
Arizona
– -$471K -4,279 Closed
Flossbach Von Storch
2205
Flossbach Von Storch
Germany
– -$465K -4,225 Closed
RWP
2206
Revolve Wealth Partners
New Jersey
– -$461K -4,187 Closed
CAAS
2207
Capital Asset Advisory Services
Michigan
– -$458K -4,161 Closed
JWS
2208
Juncture Wealth Strategies
Arizona
– -$454K -4,124 Closed
TFS
2209
Thoroughbred Financial Services
Tennessee
– -$450K -4,094 Closed
AC
2210
Arjuna Capital
North Carolina
– -$438K -3,980 Closed
ARC
2211
Advisor Resource Council
Texas
– -$437K -3,970 Closed
SAM
2212
Seelaus Asset Management
New Jersey
– -$429K -3,903 Closed
LP
2213
LMR Partners
United Kingdom
– -$418K -3,800 Closed
WA
2214
Wealth Architects
California
– -$417K -3,788 Closed
SSW
2215
Stone Summit Wealth
Florida
– -$403K -3,664 Closed
SCM
2216
Schnieders Capital Management
California
– -$391K -3,559 Closed
SFG
2217
SevenBridge Financial Group
Pennsylvania
– -$357K -3,532 Closed
TGAM
2218
TBH Global Asset Management
Tennessee
– -$385K -3,497 Closed
FIM
2219
Freedom Investment Management
Connecticut
– -$383K -3,484 Closed
FLII
2220
First Long Island Investors
New York
– -$362K -3,293 Closed
GSWA
2221
Good Steward Wealth Advisors
Tennessee
– -$356K -3,236 Closed
TPI
2222
Trust Point Inc
Wisconsin
– -$342K -3,108 Closed
CWP
2223
Capital Wealth Planning
Florida
– -$326K -2,966 Closed
PMIA
2224
Patrick Mauro Investment Advisor
Illinois
– -$316K -2,870 Closed
VIM
2225
Vista Investment Management
Pennsylvania
– -$315K -2,861 Closed
87 88
89
90 91

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.