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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 %
PAM
276
Panagora Asset Management
Massachusetts
$812K +$347K +9,537 +75%
VI
277
Versor Investments
New York
$803K +$803K +22,062 New
ECM
278
Everence Capital Management
Indiana
$765K – – –
CAMG
279
CWA Asset Management Group
Florida
$764K +$161K +4,429 +27%
MML Investors Services
280
MML Investors Services
Massachusetts
$762K +$105K +2,889 +16%
SPA
281
Sherbrooke Park Advisers
New York
$758K +$758K +20,825 New
GFPC
282
Global Financial Private Client
Florida
$755K +$221K +6,060 +41%
1C
283
111 Capital
France
$750K +$750K +20,591 New
NS
284
NBC Securities
Alabama
$746K -$5.5K -151 -0.7%
KAS
285
Kestra Advisory Services
Texas
$741K +$78.4K +2,153 +12%
KJHP
286
K.J. Harrison & Partners
Ontario, Canada
$728K +$728K +20,000 New
AG
287
AIA Group
Hong Kong
$720K -$32.9K -902 -4%
DTL
288
Dynamic Technology Lab
Singapore
$716K -$549K -15,082 -43%
CAG
289
Csenge Advisory Group
Florida
$714K -$198K -5,492 -22%
WAP
290
Wealthcare Advisory Partners
Pennsylvania
$713K -$10.8K -297 -1%
WAM
291
Wolverine Asset Management
Illinois
$691K +$6.59K +181 +1%
NP
292
Nilsine Partners
Colorado
$690K +$33.9K +931 +5%
PAG
293
Private Advisor Group
New Jersey
$660K +$320K +8,792 +94%
QCG
294
Quadrant Capital Group
Ohio
$658K +$158K +4,345 +32%
CB
295
Commerce Bank
Missouri
$656K -$43.5K -1,195 -6%
P
296
&Partners
Tennessee
$653K +$155K +4,259 +31%
IA
297
IFG Advisory
Georgia
$641K – – –
SSA
298
Schonfeld Strategic Advisors
New York
$631K -$7.1M -194,988 -92%
AWS
299
Atria Wealth Solutions
New York
$621K -$28.8K -786 -4%
QCM
300
QRG Capital Management
Illinois
$619K +$30.7K +842 +5%
10 11
12
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