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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 %
AC
301
Apella Capital
Connecticut
$615K +$5.05K +143 +0.8%
EWA
302
EP Wealth Advisors
California
$614K -$13.8K -379 -2%
LCM
303
Landscape Capital Management
New Jersey
$611K -$86.4K -2,373 -12%
DekaBank Deutsche Girozentrale
304
DekaBank Deutsche Girozentrale
Germany
$607K – – –
PMAM
305
Picton Mahoney Asset Management
Ontario, Canada
$607K +$603K +16,583 +16,583%
MWM
306
Moran Wealth Management
Florida
$602K +$602K +16,517 New
ACA
307
Atlas Capital Advisors
Wyoming
$599K -$26.3K -721 -4%
SAM
308
Securian Asset Management
Minnesota
$595K +$3.64K +100 +0.6%
National Bank of Canada
309
National Bank of Canada
Quebec, Canada
$592K +$49.4K +1,358 +9%
CSA
310
Cornerstone Select Advisors
Missouri
$583K +$32.5K +893 +6%
OAM
311
Oppenheimer Asset Management
New York
$574K +$24.6K +676 +4%
TIM
312
Tevis Investment Management
Texas
$571K +$571K +15,520 New
AWM
313
AE Wealth Management
Kansas
$562K +$73.3K +2,012 +15%
CGH
314
Crossmark Global Holdings
Texas
$557K +$9.43K +259 +2%
AOWM
315
Alpha Omega Wealth Management
Virginia
$552K +$36 +1 +0%
CIC
316
Carnegie Investment Counsel
Ohio
$539K -$4.63K -127 -0.9%
GCM
317
Graham Capital Management
Connecticut
$524K +$524K +14,395 New
Carson Wealth (CWM LLC)
318
Carson Wealth (CWM LLC)
Nebraska
$523K +$4.41K +121 +0.9%
Aviva
319
Aviva
United Kingdom
$515K +$515K +14,143 New
TI
320
Tidal Investments
Wisconsin
$513K +$513K +14,090 New
HP
321
Hartree Partners
New York
$510K +$510K +14,000 New
HI
322
Horizon Investments
North Carolina
$506K +$506K +13,880 New
AAS
323
Avantax Advisory Services
Texas
$498K +$212K +5,824 +74%
SRL
324
Scientech Research LLC
New Jersey
$484K -$83.9K -2,305 -15%
ECM
325
EMC Capital Management
Texas
$476K +$130K +3,581 +38%
11 12
13
14 15