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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
Rockefeller Capital Management
201
Rockefeller Capital Management
New York
$21.7M -$15.2M -154,058 -42%
ASRS
202
Arizona State Retirement System
Arizona
$21.6M -$20.6K -209 -0.1%
ELC
203
Edgar Lomax Company
Virginia
$21.5M -$333K -3,385 -2%
EGM
204
Engineers Gate Manager
New York
$21.5M +$141K +1,436 +0.7%
SOMRS
205
State of Michigan Retirement System
Michigan
$21.4M +$1.32M +13,400 +7%
PAS
206
Professional Advisory Services
Florida
$20.7M -$277K -2,817 -1%
CA
207
CapWealth Advisors
Tennessee
$19.9M +$9.98M +101,448 +106%
Comerica Bank
208
Comerica Bank
Texas
$19.6M -$1.1M -11,149 -5%
Cambridge Investment Research Advisors
209
Cambridge Investment Research Advisors
Iowa
$19.5M +$2.59M +26,363 +16%
AF
210
Allworth Financial
California
$19.1M +$3.95M +40,110 +27%
GIM
211
Glenmede Investment Management
Pennsylvania
$19.1M +$18.6M +188,787 New
HW
212
Hancock Whitney
Mississippi
$19M +$18.2M +185,384 +6,265%
MIM
213
MetLife Investment Management
New Jersey
$18.9M -$291K -2,959 -2%
NIG
214
NFJ Investment Group
Texas
$18.7M +$17M +173,193 +1,400%
JPWM
215
Jamison Private Wealth Management
Georgia
$18.7M +$152K +1,548 +0.8%
JWCA
216
J.W. Cole Advisors
Florida
$18.5M +$346K +3,516 +2%
M&T Bank
217
M&T Bank
New York
$18.4M -$1.23M -12,485 -6%
ZIM
218
Zacks Investment Management
Illinois
$18.3M +$152K +1,548 +0.9%
COPPSERS
219
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$18.2M +$1.25M +12,696 +8%
VV
220
Verity & Verity
South Carolina
$18.1M +$5.56M +56,486 +46%
CNB
221
Czech National Bank
Czech Republic
$18.1M +$1.12M +11,364 +7%
DAM
222
Delta Asset Management
Tennessee
$18M +$141K +1,431 +0.8%
Carson Wealth (CWM LLC)
223
Carson Wealth (CWM LLC)
Nebraska
$18M +$8M +81,317 +84%
SDIC
224
South Dakota Investment Council
South Dakota
$17.9M +$5.37M +54,562 +44%
Natixis Advisors
225
Natixis Advisors
Massachusetts
$17.9M -$2.3M -23,365 -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.