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 %
WPA
426
Wealth Preservation Advisors
Tennessee
$86.1K +$86.1K +2,603 New
HT
427
Headlands Technologies
Illinois
$84.5K +$84.5K +2,555 New
TF
428
Tompkins Financial
New York
$83.5K
UB
429
UMB Bank
Missouri
$80.8K +$36.3K +1,097 +82%
BHWM
430
Beaird Harris Wealth Management
Texas
$74.4K
Jones Financial Companies
431
Jones Financial Companies
Missouri
$74K -$15.8K -481 -18%
Fifth Third Bancorp
432
Fifth Third Bancorp
Ohio
$73.9K +$9.19K +278 +14%
SWM
433
Spire Wealth Management
Virginia
$73.9K +$72.1K +2,179 +3,962%
SFG
434
Stonebridge Financial Group
Pennsylvania
$68.7K
MPWT
435
MassMutual Private Wealth & Trust
Connecticut
$68.3K +$397 +12 +0.6%
UCB
436
United Community Bank
South Carolina
$68K +$40K +1,210 +143%
CAL
437
Capital Advisors Ltd
Ohio
$65K
QPBE
438
Quintet Private Bank (Europe)
Luxembourg
$62.2K +$12.6K +380 +25%
SC
439
SouthState Corp
Florida
$61.7K +$61.7K +1,867 New
AEPWM
440
Atlantic Edge Private Wealth Management
Florida
$60.5K
AAP
441
Arax Advisory Partners
Colorado
$53.2K -$7.47K -226 -12%
SAM
442
Smartleaf Asset Management
Massachusetts
$52.9K +$197 +6 +0.4%
FG
443
Fairman Group
Pennsylvania
$51.1K
HFS
444
Hantz Financial Services
Michigan
$51K +$5.18K +158 +11%
QL
445
Quarry LP
New York
$50.5K +$50.5K +1,528 New
CL
446
CSS LLC
Illinois
$49.9K +$49.9K +1,510 New
DSC
447
Duncker Streett & Co
Missouri
$49.6K
AFS
448
Anderson Financial Strategies
Ohio
$48.5K
GWM
449
Geneos Wealth Management
Colorado
$47.2K +$31.7K +959 +205%
PTC
450
Private Trust Company
Ohio
$46.1K +$12.2K +370 +36%