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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
WC
2251
Westhampton Capital
North Carolina
-$228K -2,070 Closed
ICM
2252
IMS Capital Management
Oregon
-$227K -2,065 Closed
WKWM
2253
Walter & Keenan Wealth Management
Indiana
-$225K -2,042 Closed
BBA
2254
BLB&B Advisors
Pennsylvania
-$224K -2,035 Closed
RZH
2255
Relyea Zuckerberg Hanson
Connecticut
-$223K -2,032 Closed
ALA
2256
Atlas Legacy Advisors
California
-$223K -2,025 Closed
LNB
2257
Ledyard National Bank
-$222K -2,020 Closed
HR
2258
Howe & Rusling
New York
-$221K -2,014 Closed
YWS
2259
Yarger Wealth Strategies
Ohio
-$221K -2,013 Closed
G
2260
GenTrust
Florida
-$220K -2,002 Closed
PCH
2261
PGIM Custom Harvest
New Jersey
-$218K -1,985 Closed
BDFN
2262
Bond & Devick Financial Network
Minnesota
-$217K -1,971 Closed
WJWM
2263
Williams Jones Wealth Management
New York
-$216K -1,960 Closed
AWM
2264
Aries Wealth Management
Maine
-$215K -1,956 Closed
TCB
2265
Texas Capital Bancshares
Texas
-$214K -1,949 Closed
KCM
2266
Kathmere Capital Management
Pennsylvania
-$214K -1,948 Closed
MFGM
2267
Marshall Financial Group (Maryland)
Maryland
-$214K -1,943 Closed
DCM
2268
Dudley Capital Management
Virginia
-$213K -1,937 Closed
NB
2269
Nicolet Bankshares
Wisconsin
-$213K -1,934 Closed
MW
2270
MBL Wealth
North Carolina
-$213K -1,933 Closed
WLG
2271
Williamson Legacy Group
Indiana
-$213K -1,932 Closed
GHA
2272
GW Henssler & Associates
Georgia
-$212K -1,924 Closed
NC
2273
NovaPoint Capital
Georgia
-$212K -1,924 Closed
OHWA
2274
Oak Hill Wealth Advisors
Virginia
-$210K -1,912 Closed
MS
2275
Madden Securities
Texas
-$210K -1,910 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.