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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 %
BFG
326
Beacon Financial Group
Texas
$470K -$15.5K -426 -3%
RLH
327
RD Lewis Holdings
Florida
$467K -$2.84K -80 -0.6%
IA
328
Integrity Alliance
Iowa
$462K +$462K +12,694 New
PI
329
PFG Investments
New York
$459K +$35K +960 +8%
MFG
330
Merit Financial Group
Georgia
$453K +$123K +3,382 +37%
PFS
331
Prospera Financial Services
Texas
$444K +$444K +12,166 New
HSA
332
HBK Sorce Advisory
Pennsylvania
$435K +$10.8K +297 +3%
LNWWM
333
Laird Norton Wetherby Wealth Management
California
$430K +$430K +11,800 New
RWM
334
Reston Wealth Management
Virginia
$426K +$510 +14 +0.1%
QCM
335
Qsemble Capital Management
New York
$425K -$506K -13,904 -54%
URS
336
Utah Retirement Systems
Utah
$419K – – –
STA
337
Summit Trail Advisors
New York
$415K +$415K +11,253 New
PAS
338
Point72 Asia (Singapore)
Singapore
$414K +$145K +3,983 +54%
VFG
339
V2 Financial group
Illinois
$412K -$87K -2,390 -17%
DO
340
denkapparat Operations
Germany
$408K +$408K +11,204 New
PNC Financial Services Group
341
PNC Financial Services Group
Pennsylvania
$406K -$75K -2,060 -16%
PAS
342
Park Avenue Securities
New York
$406K -$28.6K -784 -7%
FMWA
343
Forvis Mazars Wealth Advisors
Missouri
$400K -$63K -1,731 -14%
WB
344
WesBanco Bank
West Virginia
$393K +$146K +4,000 +59%
JWCA
345
J.W. Cole Advisors
Florida
$385K +$9.18K +252 +2%
LOIP
346
Live Oak Investment Partners
Texas
$384K +$384K +10,554 New
BHCM
347
Brevan Howard Capital Management
Jersey
$380K +$380K +10,433 New
SOW
348
State of Wyoming
Wyoming
$380K -$423K -11,614 -53%
NICM
349
Neo Ivy Capital Management
New York
$371K +$371K +10,190 New
NFC
350
Northstar Financial Companies
Pennsylvania
$371K -$225K -6,182 -38%
12 13
14
15 16