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 %
IWM
401
IHT Wealth Management
Illinois
$210K +$210K +6,360 New
CI Investments Inc
402
CI Investments Inc
Ontario, Canada
$206K +$4.6K +139 +2%
PWM
403
Perigon Wealth Management
California
$203K +$203K +6,142 New
SWM
404
Salvus Wealth Management
New Jersey
$200K +$200K +6,060 New
OAM
405
Oxford Asset Management
United Kingdom
$200K +$200K +6,054 New
JWA
406
JFS Wealth Advisors
Pennsylvania
$195K
QC
407
Quent Capital
New York
$165K
CCM
408
Coldstream Capital Management
Washington
$160K +$160K +4,849 New
BTI
409
Blue Trust Inc
Georgia
$134K +$21.1K +637 +19%
Walleye Capital
410
Walleye Capital
New York
$131K +$39.6K +1,196 +43%
PA
411
Parallel Advisors
California
$130K +$21.6K +653 +20%
HFM
412
Hartford Financial Management
Connecticut
$124K
MTIC
413
Missouri Trust & Investment Company
Missouri
$119K
PWAM
414
Private Wealth Asset Management
Iowa
$119K +$119K +3,590 New
Nomura Asset Management
415
Nomura Asset Management
Japan
$113K -$36K -1,090 -24%
WTC
416
WhitTier Trust Company
Nevada
$109K -$312K -9,451 -74%
SS
417
SBI Securities
Japan
$109K +$65.5K +1,982 +151%
RAM
418
Riggs Asset Management
Pennsylvania
$108K +$7.9K +239 +8%
HBW
419
Hazlett, Burt & Watson
West Virginia
$106K
CTC
420
Central Trust Company
Missouri
$105K -$8.27K -250 -7%
LC
421
Lindbrook Capital
California
$99.2K +$761 +23 +0.8%
SNB
422
Security National Bank
Nebraska
$95.8K
CIBC Private Wealth Group
423
CIBC Private Wealth Group
Georgia
$92K -$53.4K -1,768 -37%
SIS
424
Sound Income Strategies
Florida
$91.1K +$88.5K +2,675 +3,344%
AF
425
Allworth Financial
California
$86.7K +$4.84K +148 +6%