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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 %
FCBT
251
First Citizens Bank & Trust
North Carolina
$1.05M +$768K +21,086 +274%
Tudor Investment Corp
252
Tudor Investment Corp
Connecticut
$1.04M +$1.04M +28,599 New
Baird Financial Group
253
Baird Financial Group
Wisconsin
$1.03M +$139K +3,825 +16%
NGA
254
Naples Global Advisors
Florida
$994K +$15K +407 +2%
CL
255
CSS LLC
Illinois
$991K +$936K +25,711 +1,703%
WC
256
Wexford Capital
Florida
$982K +$982K +26,963 New
CHAM
257
Clear Harbor Asset Management
Connecticut
$958K -$47.3K -1,300 -5%
IFU
258
iSAM Funds (UK)
United Kingdom
$944K +$944K +25,923 New
WI
259
WBI Investments
New Jersey
$943K -$2M -55,003 -68%
GI
260
GAMCO Investors
Connecticut
$934K +$672K +18,440 +256%
WANY
261
Wealthspire Advisors (New York)
New York
$933K +$293K +8,047 +46%
MWPCG
262
Measured Wealth Private Client Group
New Hampshire
$916K +$186K +5,101 +25%
IA
263
Inspire Advisors
Idaho
$915K -$2.59M -71,211 -74%
Focus Partners Wealth
264
Focus Partners Wealth
Massachusetts
$902K +$79.3K +2,176 +10%
N
265
Natixis
France
$892K +$25.5K +699 +3%
GFA
266
Gallagher Fiduciary Advisors
Illinois
$885K -$155K -4,251 -15%
SOADOR
267
State of Alaska Department of Revenue
Alaska
$876K -$40.4K -1,110 -4%
CIP
268
Convergence Investment Partners
Florida
$873K +$277K +7,598 +46%
AI
269
Atom Investors
Texas
$867K -$456K -12,532 -34%
SCM
270
Sterling Capital Management
North Carolina
$838K -$698K -19,161 -45%
Fidelity International
271
Fidelity International
Bermuda
$837K -$45.9K -1,261 -5%
AC
272
AXQ Capital
New Jersey
$837K -$1.68M -46,234 -67%
Public Employees Retirement Association of Colorado
273
Public Employees Retirement Association of Colorado
Colorado
$836K – – –
CL
274
Choreo LLC
Illinois
$831K +$77.7K +2,112 +10%
AC
275
Aristeia Capital
Connecticut
$827K +$827K +22,720 New
9 10
11
12 13