580 hedge funds and large institutions have $7.14B invested in UGI in 2025 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 223 increasing their positions, 174 reducing their positions, and 59 closing their positions.

Holders
580
Holders Change
+21
Holders Change %
+3.76%
% of All Funds
7.79%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
89
Increased
223
Reduced
174
Closed
59
Calls
$22.3M
Puts
$84.8M
Net Calls
-$62.5M
Net Calls Change
-$4.25M
Name Market Value Shares Shares
Change
Shares
Change %
HIS
376
Horizon Investment Services
Indiana
$301K 8,273 +223 +3%
RF
377
RHS Financial
California
$299K 8,204 +8,204 New
CF
378
Centaurus Financial
California
$292K 8,005 +8,005 New
IA
379
IFP Advisors
Florida
$288K 5,106 +4,734 +1,273%
P
380
Pitcairn
Pennsylvania
$286K 7,853 -329 -4%
JFG
381
Jefferies Financial Group
New York
$285K 7,825 -3,603 -32%
SPC
382
Sigma Planning Corp
Michigan
$283K 7,766 -161 -2%
SCM
383
Shelton Capital Management
Colorado
$280K 7,696 -246 -3%
CW
384
CreativeOne Wealth
Kansas
$280K 7,687 +1,056 +16%
PFG
385
PAX Financial Group
Texas
$277K 7,611 +7,611 New
MF
386
Manchester Financial
California
$274K 7,518
FTWA
387
Fifth Third Wealth Advisors
Ohio
$270K 7,414 +472 +7%
TRCT
388
Tower Research Capital (TRC)
New York
$267K 7,321 -4,229 -37%
BP
389
Ballentine Partners
Massachusetts
$266K 7,296 +294 +4%
GLA
390
Good Life Advisors
Pennsylvania
$266K 7,295 -50 -0.7%
WSFS
391
Wilmington Savings Fund Society
Delaware
$261K 7,154 -1,084 -13%
DC
392
Davenport & Co
Virginia
$259K 7,102
BWCS
393
Beirne Wealth Consulting Services
Connecticut
$258K 7,024
SFC
394
SYM Financial Corp
Indiana
$258K 7,093 +28 +0.4%
Jones Financial Companies
395
Jones Financial Companies
Missouri
$258K 7,133 +4,882 +217%
HTC
396
Haverford Trust Company
Pennsylvania
$258K 7,071 +60 +0.9%
RDWM
397
Red Door Wealth Management
Tennessee
$254K 6,966
JWM
398
Jeppson Wealth Management
California
$250K 6,862
S
399
SignatureFD
Georgia
$249K 6,832 -9 -0.1%
MA
400
Mutual Advisors
Nebraska
$247K 6,869 -48 -0.7%