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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 %
MAM
376
MMA Asset Management
Pennsylvania
$304K +$304K +8,347 New
CTA
377
Chesley Taft & Associates
Illinois
$302K – – –
HIS
378
Horizon Investment Services
Indiana
$301K +$8.12K +223 +3%
RF
379
RHS Financial
California
$299K +$299K +8,204 New
CF
380
Centaurus Financial
California
$292K +$292K +8,005 New
IA
381
IFP Advisors
Florida
$288K +$267K +4,734 +1,273%
P
382
Pitcairn
Pennsylvania
$286K -$12K -329 -4%
JFG
383
Jefferies Financial Group
New York
$285K -$131K -3,603 -32%
SPC
384
Sigma Planning Corp
Michigan
$283K -$5.86K -161 -2%
SCM
385
Shelton Capital Management
Colorado
$280K -$8.96K -246 -3%
CW
386
CreativeOne Wealth
Kansas
$280K +$38.5K +1,056 +16%
PFG
387
PAX Financial Group
Texas
$277K +$277K +7,611 New
MF
388
Manchester Financial
California
$274K – – –
FTWA
389
Fifth Third Wealth Advisors
Ohio
$270K +$17.2K +472 +7%
TRCT
390
Tower Research Capital (TRC)
New York
$267K -$154K -4,229 -37%
BP
391
Ballentine Partners
Massachusetts
$266K +$10.7K +294 +4%
GLA
392
Good Life Advisors
Pennsylvania
$266K -$1.82K -50 -0.7%
WSFS
393
Wilmington Savings Fund Society
Delaware
$261K -$39.5K -1,084 -13%
DC
394
Davenport & Co
Virginia
$259K – – –
BWCS
395
Beirne Wealth Consulting Services
Connecticut
$258K – – –
SFC
396
SYM Financial Corp
Indiana
$258K +$1.02K +28 +0.4%
Jones Financial Companies
397
Jones Financial Companies
Missouri
$258K +$176K +4,882 +217%
HTC
398
Haverford Trust Company
Pennsylvania
$258K +$2.19K +60 +0.9%
RDWM
399
Red Door Wealth Management
Tennessee
$254K – – –
JWM
400
Jeppson Wealth Management
California
$250K – – –
14 15
16
17 18