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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
CAPTRUST Financial Advisors
North Carolina
+$93.6M
2
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
+$56.7M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
+$48.5M
4
LSV Asset Management
LSV Asset Management
Illinois
+$31.4M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$29.3M

Top Sellers

1
CM
Corvex Management
New York
-$64.8M
2
Federated Hermes
Federated Hermes
Pennsylvania
-$27.7M
3
DZ Bank
DZ Bank
Germany
-$27.2M
4
Voloridge Investment Management
Voloridge Investment Management
Florida
-$25.5M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$24.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
FB
351
Fulton Bank
Pennsylvania
$371K -$215K -5,890 -37%
US Bancorp
352
US Bancorp
Minnesota
$369K -$27.4K -753 -7%
HCM
353
Howland Capital Management
Massachusetts
$368K – – –
MSRPS
354
Maryland State Retirement & Pension System
Maryland
$366K – – –
SOAMC
355
Spirit of America Management Corp
New York
$364K – – –
NIM
356
Needham Investment Management
New York
$364K – – –
VIP
357
Vista Investment Partners
Oklahoma
$362K +$362K +9,948 New
FW
358
FullCircle Wealth
Texas
$360K +$2.95K +80 +0.8%
BAM
359
Belpointe Asset Management
Nevada
$357K +$1.75K +48 +0.5%
CTC
360
Corundum Trust Company
South Dakota
$356K -$58.3K -1,600 -14%
SFA
361
Sequoia Financial Advisors
Ohio
$349K -$22.6K -621 -6%
EWA
362
EverSource Wealth Advisors
Alabama
$348K +$14K +385 +4%
AWM
363
Accurate Wealth Management
Florida
$346K -$35.8K -1,001 -9%
APP
364
Avantax Planning Partners
Iowa
$336K +$336K +9,213 New
Truist Financial
365
Truist Financial
North Carolina
$335K -$69.2K -1,899 -17%
MAS
366
Meeder Advisory Services
Ohio
$335K +$5.06K +139 +2%
ACM
367
Aster Capital Management
United Arab Emirates
$333K +$333K +9,134 New
TA
368
Tectonic Advisors
Texas
$325K +$38K +1,043 +13%
SAM
369
Shell Asset Management
Netherlands
$325K -$57.2K -1,570 -15%
FFA
370
Farther Finance Advisors
California
$322K -$29.6K -814 -8%
CIAS
371
CFS Investment Advisory Services
New Jersey
$319K -$1.27K -35 -0.4%
EGM
372
Engineers Gate Manager
New York
$319K -$1.42K -39 -0.4%
First Eagle Investment Management
373
First Eagle Investment Management
New York
$314K – – –
COI
374
Connable Office Inc
Michigan
$311K -$12.3K -339 -4%
GI
375
GAMMA Investing
California
$310K +$4.33K +119 +1%
13 14
15
16 17