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 %
SOADOR
251
State of Alaska Department of Revenue
Alaska
$832K +$23K +695 +3%
Baird Financial Group
252
Baird Financial Group
Wisconsin
$811K -$245K -7,413 -23%
Fidelity International
253
Fidelity International
Bermuda
$802K +$802K +24,255 New
ETC
254
Exchange Traded Concepts
Oklahoma
$797K +$797K +24,109 New
Envestnet Portfolio Solutions
255
Envestnet Portfolio Solutions
Illinois
$788K +$306K +9,266 +64%
KCM
256
Kendall Capital Management
Maryland
$787K +$42.5K +1,285 +6%
N
257
Natixis
France
$785K +$772K +23,408 +6,160%
Man Group
258
Man Group
United Kingdom
$781K -$241K -7,276 -24%
CW
259
Code Waechter
Florida
$765K -$786K -23,788 -51%
Public Employees Retirement Association of Colorado
260
Public Employees Retirement Association of Colorado
Colorado
$759K
XT
261
XTX Topco
Cayman Islands
$748K -$711K -21,507 -49%
Focus Partners Wealth
262
Focus Partners Wealth
Massachusetts
$747K +$182K +5,497 +32%
Walleye Trading
263
Walleye Trading
New York
$738K -$1.8M -54,389 -71%
SOW
264
State of Wyoming
Wyoming
$729K +$398K +12,036 +120%
ECM
265
Everence Capital Management
Indiana
$695K
CL
266
Choreo LLC
Illinois
$685K -$22.2K -663 -3%
AG
267
AIA Group
Hong Kong
$684K +$87K +2,630 +15%
NS
268
NBC Securities
Alabama
$682K +$681K +20,621 +108,532%
MWPCG
269
Measured Wealth Private Client Group
New Hampshire
$663K +$663K +20,040 New
WAP
270
Wealthcare Advisory Partners
Pennsylvania
$657K +$8.83K +267 +1%
CB
271
Commerce Bank
Missouri
$636K -$108K -3,278 -15%
LCM
272
Landscape Capital Management
New Jersey
$633K +$633K +19,152 New
WAM
273
Wolverine Asset Management
Illinois
$621K +$621K +18,783 New
KAS
274
Kestra Advisory Services
Texas
$601K +$2.98K +90 +0.5%
MML Investors Services
275
MML Investors Services
Massachusetts
$597K -$28K -847 -4%