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 %
VFM
451
Vision Financial Markets
Connecticut
$42.2K
MCM
452
MAI Capital Management
Ohio
$41.9K +$364 +11 +0.9%
GSWM
453
Golden State Wealth Management
California
$41.6K
PHK
454
Point72 Hong Kong
Hong Kong
$39.2K +$39.2K +1,184 New
ANBT
455
American National Bank & Trust
Texas
$36.3K
LWCFA
456
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$36.1K
KB
457
Kimelman & Baird
New York
$34.7K
FWA
458
Flagship Wealth Advisors
Massachusetts
$34.7K
Northwestern Mutual Wealth Management
459
Northwestern Mutual Wealth Management
Wisconsin
$34.5K -$6.38K -193 -16%
SAM
460
S.A. Mason
Michigan
$32.3K +$529 +16 +2%
DMBA
461
Deseret Mutual Benefit Administrators
Utah
$32.2K
Mitsubishi UFJ Asset Management
462
Mitsubishi UFJ Asset Management
Japan
$31.4K
CI
463
CX Institutional
Indiana
$30K +$30K +911 New
WT
464
Whittier Trust
California
$29.7K
LI
465
LRI Investments
Florida
$28.6K -$1.59K -48 -5%
KIM
466
Kestra Investment Management
Texas
$28.3K +$28.3K +856 New
HCP
467
Hexagon Capital Partners
Arkansas
$27.8K +$2.75K +83 +11%
C
468
Covestor
United Kingdom
$26K -$1.93K -59 -7%
VNA
469
Valley National Advisers
Pennsylvania
$25K
Bessemer Group
470
Bessemer Group
New Jersey
$24K -$5.52K -167 -19%
HWA
471
Heritage Wealth Advisors
Virginia
$23.8K
HNB
472
Huntington National Bank
Ohio
$22.1K -$694 -21 -3%
BWL
473
Bogart Wealth LLC
Virginia
$22.1K +$1.82K +55 +9%
AS
474
Altshuler Shaham
Israel
$22K -$7.67K -232 -26%
SHIM
475
Stone House Investment Management
Pennsylvania
$21.7K +$21.7K +657 New