560 hedge funds and large institutions have $6.52B invested in UGI in 2025 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 207 increasing their positions, 201 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

20% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 81

63% less funds holding in top 10

Funds holding in top 10: 83 (-5)

74% less call options, than puts

Call options by funds: $26.6M | Put options by funds: $102M

Holders
560
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$26.6M
Puts
$102M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DJSG
426
D.J. St. Germain
Massachusetts
$120K
MTIC
427
Missouri Trust & Investment Company
Missouri
$120K
Nomura Asset Management
428
Nomura Asset Management
Japan
$113K
SS
429
SBI Securities
Japan
$112K
PWAM
430
Private Wealth Asset Management
Iowa
$111K
CA
431
CoreCap Advisors
Michigan
$111K
Fifth Third Bancorp
432
Fifth Third Bancorp
Ohio
$109K
WTC
433
WhitTier Trust Company
Nevada
$108K
HBW
434
Hazlett, Burt & Watson
West Virginia
$106K
SNB
435
Security National Bank
Nebraska
$100K
MPWT
436
MassMutual Private Wealth & Trust
Connecticut
$93.4K
UB
437
UMB Bank
Missouri
$93.1K
SIS
438
Sound Income Strategies
Florida
$90.4K
WPA
439
Wealth Preservation Advisors
Tennessee
$88.5K
AAS
440
Ameritas Advisory Services
Nebraska
$83.3K
HFS
441
Hantz Financial Services
Michigan
$82K
AGWCA
442
Annis Gardner Whiting Capital Advisors
Florida
$81K
CFB
443
Cullen/Frost Bankers
Texas
$78.9K
Northwestern Mutual Wealth Management
444
Northwestern Mutual Wealth Management
Wisconsin
$77.5K
BHWM
445
Beaird Harris Wealth Management
Texas
$75.2K
SAM
446
Smartleaf Asset Management
Massachusetts
$67.3K
SWM
447
Spire Wealth Management
Virginia
$65.2K
CAL
448
Capital Advisors Ltd
Ohio
$65K
UCB
449
United Community Bank
South Carolina
$64.7K
AF
450
Advisornet Financial
Minnesota
$63K