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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 %
TIA
426
Trust Investment Advisors
Indiana
$210K +$210K +5,768 New
PRS
427
Pinkerton Retirement Specialists
Idaho
$208K +$208K +5,723 New
AFG
428
Atomi Financial Group
New York
$207K +$207K +5,683 New
IWM
429
IHT Wealth Management
Illinois
$204K -$27.2K -748 -12%
AWA
430
Arete Wealth Advisors
Illinois
$203K +$203K +5,552 New
IPW
431
Impact Partnership Wealth
Georgia
$200K -$90.6K -2,489 -31%
CWMGP
432
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$200K +$200K +5,500 New
CI Investments Inc
433
CI Investments Inc
Ontario, Canada
$186K -$41.1K -1,127 -18%
GRP
434
Global Retirement Partners
California
$167K +$167K +4,590 New
MPWT
435
MassMutual Private Wealth & Trust
Connecticut
$159K +$84.2K +2,312 +112%
BTI
436
Blue Trust Inc
Georgia
$153K +$5.86K +161 +4%
PA
437
Parallel Advisors
California
$151K +$7.98K +219 +6%
HFM
438
Hartford Financial Management
Connecticut
$137K -$36 -1 -0%
MTIC
439
Missouri Trust & Investment Company
Missouri
$131K – – –
DJSG
440
D.J. St. Germain
Massachusetts
$131K +$131K +3,600 New
PWAM
441
Private Wealth Asset Management
Iowa
$131K – – –
Nomura Asset Management
442
Nomura Asset Management
Japan
$124K – – –
WTC
443
WhitTier Trust Company
Nevada
$120K – – –
RAM
444
Riggs Asset Management
Pennsylvania
$119K +$109 +3 +0.1%
AF
445
Advisornet Financial
Minnesota
$117K +$112K +3,078 +2,247%
SS
446
SBI Securities
Japan
$117K -$3.02K -83 -3%
Fifth Third Bancorp
447
Fifth Third Bancorp
Ohio
$117K +$35.1K +965 +43%
HBW
448
Hazlett, Burt & Watson
West Virginia
$116K – – –
SIS
449
Sound Income Strategies
Florida
$115K +$14.3K +393 +14%
SNB
450
Security National Bank
Nebraska
$110K +$4.44K +122 +4%
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