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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
BMCM
2226
Burns Matteson Capital Management
New York
-$309K -2,812 Closed
OWP
2227
ORG Wealth Partners
Texas
-$302K -2,752 Closed
QL
2228
Quarry LP
New York
-$299K -2,719 Closed
CCA
2229
Childress Capital Advisors
Texas
-$291K -2,650 Closed
V
2230
ViaWealth
Kansas
-$289K -2,626 Closed
PC
2231
Peavine Capital
Nevada
-$286K -2,600 Closed
EI
2232
Ellevest Inc
New York
-$285K -2,589 Closed
DI
2233
DAGCO Inc
Ohio
-$281K -2,559 Closed
PWM
2234
Pines Wealth Management
North Carolina
-$232K -2,527 Closed
EC
2235
EntryPoint Capital
New York
-$276K -2,505 Closed
CCA
2236
Corps Capital Advisors
Texas
-$275K -2,500 Closed
IFU
2237
iSAM Funds (UK)
United Kingdom
-$274K -2,495 Closed
MIG
2238
McGuire Investment Group
Rhode Island
-$274K -2,494 Closed
3IP
2239
3Chopt Investment Partners
Virginia
-$273K -2,483 Closed
TIA
2240
Tandem Investment Advisors
South Carolina
-$269K -2,442 Closed
PPWP
2241
Premier Path Wealth Partners
New Jersey
-$258K -2,349 Closed
GIM
2242
Guardian Investment Management
California
-$255K -2,300 Closed
CPA
2243
Capital Performance Advisors
California
-$252K -2,295 Closed
VCP
2244
Verus Capital Partners
Arizona
-$252K -2,293 Closed
SCI
2245
S&CO Inc
Massachusetts
-$249K -2,270 Closed
SIM
2246
Sentry Investment Management
Wisconsin
-$214K -2,236 Closed
BB
2247
Busey Bank
Illinois
-$234K -2,130 Closed
S
2248
Sunpointe
Missouri
-$230K -2,091 Closed
TVAMP
2249
Tennessee Valley Asset Management Partners
Tennessee
-$229K -2,079 Closed
LSWP
2250
Liberty Square Wealth Partners
Pennsylvania
-$229K -2,078 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.