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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 %
S
401
SignatureFD
Georgia
$249K -$328 -9 -0.1%
MA
402
Mutual Advisors
Nebraska
$247K -$1.73K -48 -0.7%
MOS
403
MGO One Seven
Ohio
$246K -$31.4K -862 -11%
PWM
404
Partnership Wealth Management
Maryland
$246K – – –
LTAS
405
Linden Thomas Advisory Services
North Carolina
$245K -$79.1K -2,172 -24%
C
406
Covestor
United Kingdom
$243K +$214K +5,882 +739%
BC
407
Bridgefront Capital
Texas
$243K +$243K +6,670 New
GS
408
GWN Securities
Florida
$242K -$821K -22,528 -77%
EIP
409
Ellis Investment Partners
Pennsylvania
$240K +$2.7K +74 +1%
SW
410
SteelPeak Wealth
California
$237K -$32.2K -876 -12%
HWM
411
HB Wealth Management
Georgia
$237K -$44K -1,207 -16%
CIBC Asset Management
412
CIBC Asset Management
Ontario, Canada
$236K – – –
William Blair & Company
413
William Blair & Company
Illinois
$233K -$4.12K -113 -2%
QT
414
Quantbot Technologies
New York
$233K -$3.68M -101,088 -94%
CIS
415
Custom Index Systems
New York
$231K -$6.81K -187 -3%
GVAG
416
Great Valley Advisor Group
Delaware
$229K +$229K +6,295 New
CPRC
417
Consolidated Portfolio Review Corp
New York
$229K -$203K -5,573 -47%
SIMG
418
Sonora Investment Management Group
Arizona
$224K -$8.16K -224 -4%
PWM
419
Perigon Wealth Management
California
$223K -$437 -12 -0.2%
LW
420
Lauer Wealth
Indiana
$223K -$24.7K -703 -10%
AF
421
Allworth Financial
California
$221K +$125K +3,427 +129%
SWM
422
Salvus Wealth Management
New Jersey
$219K -$1.46K -40 -0.7%
TCM
423
Teza Capital Management
Illinois
$218K +$218K +5,984 New
JWA
424
JFS Wealth Advisors
Pennsylvania
$215K +$765 +21 +0.4%
GL
425
Graypoint LLC
New York
$214K +$214K +5,882 New
15 16
17
18 19