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UGI
UGI

Overview Fund Activity

584 hedge funds and large institutions have $7.15B invested in UGI in 2025 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 223 increasing their positions, 176 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
584
Holders Change
+25
Holders Change %
+4.47%
% of All Funds
7.83%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
90
Increased
223
Reduced
176
Closed
59
Calls
$27.2M
Puts
$88.2M
Net Calls
-$61M
Net Calls Change
-$2.74M

Top Buyers

1
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$93.8M
2
Mitsubishi UFJ Trust & Banking
2
Mitsubishi UFJ Trust & Banking
Japan
$90M
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$57.9M
4
LSV Asset Management
4
LSV Asset Management
Illinois
$178M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$32.6M

Top Sellers

1
CM
1
Corvex Management
New York
$0
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$114M
3
DZ Bank
3
DZ Bank
Germany
$13.1M
4
Voloridge Investment Management
4
Voloridge Investment Management
Florida
$5.89M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$40.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
226
Bridgewater Associates
Connecticut
$1.32M -$3.57M -98,044 -73%
WIS
227
Wright Investors Service
Connecticut
$1.32M -$30.8K -845 -2%
HA
228
Huntleigh Advisors
Missouri
$1.31M +$50.8K +1,394 +4%
ICP
229
Ilex Capital Partners
United Kingdom
$1.3M -$1.32M -36,166 -50%
MCM
230
Mork Capital Management
California
$1.3M – – –
Mercer Global Advisors
231
Mercer Global Advisors
Colorado
$1.28M +$83.4K +2,289 +7%
KCM
232
Kendall Capital Management
Maryland
$1.26M +$389K +10,685 +45%
ZIM
233
Zacks Investment Management
Illinois
$1.25M +$155K +4,243 +14%
GIM
234
Glenmede Investment Management
Pennsylvania
$1.23M +$1.23M +33,774 New
Wealth Enhancement Advisory Services
235
Wealth Enhancement Advisory Services
Minnesota
$1.2M +$26.8K +758 +2%
AWC
236
Abundance Wealth Counselors
Pennsylvania
$1.19M -$1.64K -45 -0.1%
II
237
Inspire Investing
Idaho
$1.18M +$1.18M +32,406 New
Osaic Holdings
238
Osaic Holdings
Arizona
$1.16M +$289K +9,133 +33%
BA
239
BCM Advisors
Louisiana
$1.15M – – –
CM
240
CastleKnight Management
New York
$1.15M +$1.15M +31,600 New
Bank of Montreal
241
Bank of Montreal
Ontario, Canada
$1.13M -$898K -24,648 -44%
NA
242
Nordwand Advisors
Pennsylvania
$1.11M +$1.11M +30,600 New
AFCM
243
Applied Finance Capital Management
Puerto Rico
$1.11M -$216K -5,935 -16%
IRC
244
Investors Research Corp
Georgia
$1.08M – – –
Cetera Investment Advisers
245
Cetera Investment Advisers
Illinois
$1.07M +$124K +3,399 +13%
AI
246
Atria Investments
North Carolina
$1.07M -$1.25M -34,431 -54%
IIM
247
INTECH Investment Management
Florida
$1.06M +$53.4K +1,467 +5%
NW
248
NewEdge Wealth
Pennsylvania
$1.06M +$542K +15,282 +105%
OTL
249
Oak Thistle LLC
New York
$1.06M +$602K +16,520 +132%
X
250
Xponance
Pennsylvania
$1.05M -$94.3K -2,588 -8%
8 9
10
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