559 hedge funds and large institutions have $6.34B invested in UGI in 2025 Q1 according to their latest regulatory filings, with 114 funds opening new positions, 191 increasing their positions, 165 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
559
Holders Change
+54
Holders Change %
+10.69%
% of All Funds
7.59%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
114
Increased
191
Reduced
165
Closed
55
Calls
$41.3M
Puts
$99.5M
Net Calls
-$58.3M
Net Calls Change
-$23.2M
Name Holding Trade Value Shares
Change
Shares
Change %
Wealth Enhancement Advisory Services
226
Wealth Enhancement Advisory Services
Minnesota
$1.1M -$42.7K -1,292 -4%
Mercer Global Advisors
227
Mercer Global Advisors
Colorado
$1.09M +$321K +9,698 +42%
AWC
228
Abundance Wealth Counselors
Pennsylvania
$1.08M +$103K +3,115 +11%
BA
229
BCM Advisors
Louisiana
$1.08M
ARC
230
Advisor Resource Council
Texas
$1.05M +$1.05M +35,192 New
X
231
Xponance
Pennsylvania
$1.04M -$86.1K -2,604 -8%
Teacher Retirement System of Texas
232
Teacher Retirement System of Texas
Texas
$1.04M +$214K +6,478 +26%
EF
233
Empowered Funds
Pennsylvania
$1.02M -$53.7K -1,623 -5%
GS
234
GWN Securities
Florida
$1.01M +$1.01M +29,152 New
Corient Private Wealth
235
Corient Private Wealth
Florida
$994K +$365K +11,027 +58%
ZIM
236
Zacks Investment Management
Illinois
$993K +$83.1K +2,514 +9%
QC
237
Quadrature Capital
United Kingdom
$980K
IRC
238
Investors Research Corp
Georgia
$978K -$1.65K -50 -0.2%
WorldQuant Millennium Advisors
239
WorldQuant Millennium Advisors
New York
$968K +$321K +9,716 +50%
GFA
240
Gallagher Fiduciary Advisors
Illinois
$944K -$5.62K -170 -0.6%
Millennium Management
241
Millennium Management
New York
$940K -$16.1M -487,102 -94%
IIM
242
INTECH Investment Management
Florida
$916K +$4.37K +132 +0.5%
CHAM
243
Clear Harbor Asset Management
Connecticut
$912K +$912K +27,592 New
Osaic Holdings
244
Osaic Holdings
Arizona
$906K -$91.5K -2,766 -9%
NGA
245
Naples Global Advisors
Florida
$890K -$14.8K -442 -2%
PI
246
PineBridge Investments
New York
$875K -$3.13M -94,647 -78%
GCM
247
Greenland Capital Management
New York
$863K +$525K +15,880 +155%
Cetera Investment Advisers
248
Cetera Investment Advisers
Illinois
$862K +$28.8K +872 +3%
QCM
249
Qsemble Capital Management
New York
$845K -$721K -21,792 -46%
CAG
250
Csenge Advisory Group
Florida
$839K -$621K -18,723 -43%