560 hedge funds and large institutions have $6.52B invested in UGI in 2025 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 207 increasing their positions, 201 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

20% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 81

63% less funds holding in top 10

Funds holding in top 10: 83 (-5)

74% less call options, than puts

Call options by funds: $26.6M | Put options by funds: $102M

Holders
560
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$26.6M
Puts
$102M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DekaBank Deutsche Girozentrale
301
DekaBank Deutsche Girozentrale
Germany
$547K
CGH
302
Crossmark Global Holdings
Texas
$539K
SAM
303
Securian Asset Management
Minnesota
$535K
BC
304
Bayforest Capital
United Kingdom
$524K
TIM
305
Tevis Investment Management
Texas
$522K
GCP
306
GSA Capital Partners
United Kingdom
$518K
LOIP
307
Live Oak Investment Partners
Texas
$505K
OAM
308
Oppenheimer Asset Management
New York
$502K
AOWM
309
Alpha Omega Wealth Management
Virginia
$493K
FDCDDQ
310
Federation des caisses Desjardins du Quebec
Quebec, Canada
$478K
CIC
311
Carnegie Investment Counsel
Ohio
$475K
CG
312
CFO4Life Group
Texas
$474K
ICP
313
Ilex Capital Partners
United Kingdom
$472K
HIS
314
Horizon Investment Services
Indiana
$457K
IA
315
IFP Advisors
Florida
$451K
RLH
316
RD Lewis Holdings
Florida
$449K
PFS
317
Prospera Financial Services
Texas
$446K
PAG
318
Private Advisor Group
New Jersey
$441K
SRL
319
Scientech Research LLC
New Jersey
$438K
ECM
320
EMC Capital Management
Texas
$435K
PCM
321
Prelude Capital Management
New York
$434K
PNC Financial Services Group
322
PNC Financial Services Group
Pennsylvania
$431K
MWM
323
Moran Wealth Management
Florida
$429K
PD
324
Point72 (DIFC)
United Arab Emirates
$429K
LNWWM
325
Laird Norton Wetherby Wealth Management
California
$426K