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UGI
UGI

Overview Fund Activity

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

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$119M
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$93.8M
3
Mitsubishi UFJ Trust & Banking
3
Mitsubishi UFJ Trust & Banking
Japan
$90M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$57.9M
5
LSV Asset Management
5
LSV Asset Management
Illinois
$178M

Top Sellers

1
CM
1
Corvex Management
New York
$0
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$114M
3
DZ Bank
3
DZ Bank
Germany
$13.1M
4
Voloridge Investment Management
4
Voloridge Investment Management
Florida
$5.89M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$40.6M
Name Market Value Shares Shares
Change 		Shares
Change %
AFG
426
Atomi Financial Group
New York
$207K 5,683 +5,683 New
IWM
427
IHT Wealth Management
Illinois
$204K 5,612 -748 -12%
AWA
428
Arete Wealth Advisors
Illinois
$203K 5,552 +5,552 New
IPW
429
Impact Partnership Wealth
Georgia
$200K 5,504 -2,489 -31%
CWMGP
430
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$200K 5,500 +5,500 New
CI Investments Inc
431
CI Investments Inc
Ontario, Canada
$186K 5,102 -1,127 -18%
GRP
432
Global Retirement Partners
California
$167K 4,590 +4,590 New
MPWT
433
MassMutual Private Wealth & Trust
Connecticut
$159K 4,376 +2,312 +112%
BTI
434
Blue Trust Inc
Georgia
$153K 4,210 +161 +4%
PA
435
Parallel Advisors
California
$151K 4,150 +219 +6%
HFM
436
Hartford Financial Management
Connecticut
$137K 3,754 -1 -0%
MTIC
437
Missouri Trust & Investment Company
Missouri
$131K 3,600 – –
DJSG
438
D.J. St. Germain
Massachusetts
$131K 3,600 +3,600 New
PWAM
439
Private Wealth Asset Management
Iowa
$131K 3,590 – –
Nomura Asset Management
440
Nomura Asset Management
Japan
$124K 3,410 – –
WTC
441
WhitTier Trust Company
Nevada
$120K 3,305 – –
RAM
442
Riggs Asset Management
Pennsylvania
$119K 3,279 +3 +0.1%
AF
443
Advisornet Financial
Minnesota
$117K 3,215 +3,078 +2,247%
SS
444
SBI Securities
Japan
$117K 3,208 -83 -3%
Fifth Third Bancorp
445
Fifth Third Bancorp
Ohio
$117K 3,200 +965 +43%
HBW
446
Hazlett, Burt & Watson
West Virginia
$116K 3,185 – –
SIS
447
Sound Income Strategies
Florida
$115K 3,148 +393 +14%
SNB
448
Security National Bank
Nebraska
$110K 3,018 +122 +4%
WPA
449
Wealth Preservation Advisors
Tennessee
$95.9K 2,632 +29 +1%
UB
450
UMB Bank
Missouri
$95.7K 2,629 +187 +8%
16 17
18
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