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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
CWM
2276
Compass Wealth Management
Connecticut
-$209K -1,900 Closed
NFG
2277
Northeast Financial Group
Pennsylvania
-$209K -1,897 Closed
LWM
2278
Lodestone Wealth Management
Washington
-$208K -1,895 Closed
NA
2279
Nautilus Advisors
California
-$208K -1,891 Closed
CCB
2280
Cutter & Co Brokerage
Missouri
-$208K -1,889 Closed
GL
2281
Gerber LLC
Ohio
-$207K -1,885 Closed
HF
2282
Holcombe Financial
Georgia
-$207K -1,883 Closed
CAWM
2283
Capital Advisors Wealth Management
Washington
-$207K -1,881 Closed
EFM
2284
E Fund Management
China
-$207K -1,881 Closed
PCP
2285
Proficio Capital Partners
Massachusetts
-$206K -1,877 Closed
LCM
2286
Leisure Capital Management
California
-$206K -1,876 Closed
LAM
2287
Lakewood Asset Management
Illinois
-$206K -1,872 Closed
PIA
2288
Perennial Investment Advisors
California
-$206K -1,872 Closed
RFP
2289
Root Financial Partners
California
-$206K -1,869 Closed
CI
2290
Cambiar Investors
Colorado
-$204K -1,856 Closed
RTC
2291
Real Talk Capital
Tennessee
-$204K -1,855 Closed
TPWA
2292
TRUE Private Wealth Advisors
Oregon
-$204K -1,850 Closed
DBIA
2293
Dumont & Blake Investment Advisors
New Jersey
-$202K -1,836 Closed
CRI
2294
Colonial River Investments
Virginia
-$201K -1,829 Closed
ASC
2295
Atalanta Sosnoff Capital
New York
-$201K -1,828 Closed
FA
2296
FDx Advisors
Illinois
-$201K -1,828 Closed
BO
2297
Bank OZK
Arkansas
-$201K -1,827 Closed
NWWA
2298
New Wave Wealth Advisors
Arkansas
-$201K -1,826 Closed
SAM
2299
Sawgrass Asset Management
Florida
-$200K -1,820 Closed
PBK
2300
Peoples Bank (Kansas)
Kansas
-$183K -1,668 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.