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 %
PAS
376
Point72 Asia (Singapore)
Singapore
$244K +$244K +7,371 New
CAPTRUST Financial Advisors
377
CAPTRUST Financial Advisors
North Carolina
$243K -$87.4K -2,643 -26%
GLA
378
Good Life Advisors
Pennsylvania
$243K +$6.61K +200 +3%
GI
379
GAMCO Investors
Connecticut
$238K +$238K +7,200 New
BWCS
380
Beirne Wealth Consulting Services
Connecticut
$235K -$16.7K -500 -7%
DC
381
Davenport & Co
Virginia
$235K
SFC
382
SYM Financial Corp
Indiana
$234K +$234K +7,065 New
HTC
383
Haverford Trust Company
Pennsylvania
$232K +$232K +7,011 New
BP
384
Ballentine Partners
Massachusetts
$232K +$232K +7,002 New
LW
385
Lauer Wealth
Indiana
$230K -$3.41K -104 -1%
RDWM
386
Red Door Wealth Management
Tennessee
$230K +$230K +6,966 New
FTWA
387
Fifth Third Wealth Advisors
Ohio
$230K +$230K +6,942 New
JWM
388
Jeppson Wealth Management
California
$227K +$227K +6,862 New
S
389
SignatureFD
Georgia
$226K +$33 +1 +0%
MA
390
Mutual Advisors
Nebraska
$226K -$12.2K -374 -5%
WB
391
WesBanco Bank
West Virginia
$225K +$225K +6,789 New
PWM
392
Partnership Wealth Management
Maryland
$223K +$223K +6,750 New
GT
393
Greenleaf Trust
Michigan
$220K +$220K +6,664 New
CW
394
CreativeOne Wealth
Kansas
$219K +$219K +6,631 New
DAS
395
Diversify Advisory Services
Utah
$216K +$216K +6,609 New
CIS
396
Custom Index Systems
New York
$216K +$216K +6,525 New
William Blair & Company
397
William Blair & Company
Illinois
$215K +$215K +6,516 New
EIP
398
Ellis Investment Partners
Pennsylvania
$215K -$85.2K -2,575 -28%
CIBC Asset Management
399
CIBC Asset Management
Ontario, Canada
$214K +$214K +6,477 New
SIMG
400
Sonora Investment Management Group
Arizona
$211K +$211K +6,369 New