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 %
MOS
401
MGO One Seven
Ohio
$246K 6,765 -862 -11%
PWM
402
Partnership Wealth Management
Maryland
$246K 6,750
LTAS
403
Linden Thomas Advisory Services
North Carolina
$245K 6,736 -2,172 -24%
C
404
Covestor
United Kingdom
$243K 6,678 +5,882 +739%
BC
405
Bridgefront Capital
Texas
$243K 6,670 +6,670 New
GS
406
GWN Securities
Florida
$242K 6,624 -22,528 -77%
EIP
407
Ellis Investment Partners
Pennsylvania
$240K 6,578 +74 +1%
SW
408
SteelPeak Wealth
California
$237K 6,450 -876 -12%
HWM
409
HB Wealth Management
Georgia
$237K 6,497 -1,207 -16%
CIBC Asset Management
410
CIBC Asset Management
Ontario, Canada
$236K 6,477
William Blair & Company
411
William Blair & Company
Illinois
$233K 6,403 -113 -2%
QT
412
Quantbot Technologies
New York
$233K 6,392 -101,088 -94%
CIS
413
Custom Index Systems
New York
$231K 6,338 -187 -3%
GVAG
414
Great Valley Advisor Group
Delaware
$229K 6,295 +6,295 New
CPRC
415
Consolidated Portfolio Review Corp
New York
$229K 6,290 -5,573 -47%
SIMG
416
Sonora Investment Management Group
Arizona
$224K 6,145 -224 -4%
PWM
417
Perigon Wealth Management
California
$223K 6,130 -12 -0.2%
LW
418
Lauer Wealth
Indiana
$223K 6,333 -703 -10%
AF
419
Allworth Financial
California
$221K 6,078 +3,427 +129%
SWM
420
Salvus Wealth Management
New Jersey
$219K 6,020 -40 -0.7%
TCM
421
Teza Capital Management
Illinois
$218K 5,984 +5,984 New
JWA
422
JFS Wealth Advisors
Pennsylvania
$215K 5,903 +21 +0.4%
GL
423
Graypoint LLC
New York
$214K 5,882 +5,882 New
TIA
424
Trust Investment Advisors
Indiana
$210K 5,768 +5,768 New
PRS
425
Pinkerton Retirement Specialists
Idaho
$208K 5,723 +5,723 New