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 %
LTAS
351
Linden Thomas Advisory Services
North Carolina
$295K +$14K +422 +5%
COI
352
Connable Office Inc
Michigan
$294K -$38.3K -1,158 -12%
PCM
353
Prelude Capital Management
New York
$291K -$390K -11,802 -57%
CIAS
354
CFS Investment Advisory Services
New Jersey
$291K -$3.83K -116 -1%
EGM
355
Engineers Gate Manager
New York
$291K +$291K +8,791 New
First Eagle Investment Management
356
First Eagle Investment Management
New York
$285K +$2.41K +73 +0.9%
WIA
357
Wealthedge Investment Advisors
New York
$284K -$287K -8,691 -50%
GI
358
GAMMA Investing
California
$278K +$18.9K +573 +7%
CTA
359
Chesley Taft & Associates
Illinois
$274K
WSFS
360
Wilmington Savings Fund Society
Delaware
$272K -$82.7K -2,500 -23%
P
361
Pitcairn
Pennsylvania
$271K -$20.8K -628 -7%
MGP
362
Metis Global Partners
California
$269K
HIS
363
Horizon Investment Services
Indiana
$266K +$266K +8,050 New
IPW
364
Impact Partnership Wealth
Georgia
$264K -$94.8K -2,866 -26%
BAM
365
Blueshift Asset Management
New Jersey
$263K +$263K +7,955 New
SCM
366
Shelton Capital Management
Colorado
$263K -$19.7K -596 -7%
SPC
367
Sigma Planning Corp
Michigan
$262K -$61.1K -1,848 -19%
TA
368
Tectonic Advisors
Texas
$261K +$261K +7,890 New
AAS
369
Avantax Advisory Services
Texas
$260K +$260K +7,859 New
HWM
370
HB Wealth Management
Georgia
$255K +$3.01K +91 +1%
FCBT
371
First Citizens Bank & Trust
North Carolina
$255K -$131K -3,950 -34%
MOS
372
MGO One Seven
Ohio
$252K +$252K +7,627 New
GCP
373
GSA Capital Partners
United Kingdom
$249K +$249K +7,538 New
MF
374
Manchester Financial
California
$249K +$249K +7,518 New
SW
375
SteelPeak Wealth
California
$245K +$245K +7,326 New