588 hedge funds and large institutions have $7.15B invested in UGI in 2025 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 224 increasing their positions, 177 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

5% more funds holding

Funds holding: 560588 (+28)

2.4% more ownership

Funds ownership: 89.14%91.54% (+2.4%)

69% less call options, than puts

Call options by funds: $27.2M | Put options by funds: $88.2M

Holders
588
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$27.2M
Puts
$88.2M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NICM
351
Neo Ivy Capital Management
New York
$371K
NFC
352
Northstar Financial Companies
Pennsylvania
$371K
FB
353
Fulton Bank
Pennsylvania
$371K
US Bancorp
354
US Bancorp
Minnesota
$369K
HCM
355
Howland Capital Management
Massachusetts
$368K
MSRPS
356
Maryland State Retirement & Pension System
Maryland
$366K
NIM
357
Needham Investment Management
New York
$364K
SOAMC
358
Spirit of America Management Corp
New York
$364K
VIP
359
Vista Investment Partners
Oklahoma
$362K
FW
360
FullCircle Wealth
Texas
$360K
BAM
361
Belpointe Asset Management
Nevada
$357K
CTC
362
Corundum Trust Company
South Dakota
$356K
SFA
363
Sequoia Financial Advisors
Ohio
$349K
EWA
364
EverSource Wealth Advisors
Alabama
$348K
AWM
365
Accurate Wealth Management
Florida
$346K
APP
366
Avantax Planning Partners
Iowa
$336K
Truist Financial
367
Truist Financial
North Carolina
$335K
MAS
368
Meeder Advisory Services
Ohio
$335K
ACM
369
Aster Capital Management
United Arab Emirates
$333K
TA
370
Tectonic Advisors
Texas
$325K
SAM
371
Shell Asset Management
Netherlands
$325K
FFA
372
Farther Finance Advisors
California
$322K
CIAS
373
CFS Investment Advisory Services
New Jersey
$319K
EGM
374
Engineers Gate Manager
New York
$319K
First Eagle Investment Management
375
First Eagle Investment Management
New York
$314K