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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 %
WPA
451
Wealth Preservation Advisors
Tennessee
$95.9K +$1.06K +29 +1%
UB
452
UMB Bank
Missouri
$95.7K +$6.81K +187 +8%
AAP
453
Arax Advisory Partners
Colorado
$94.7K +$36.1K +991 +62%
AAS
454
Ameritas Advisory Services
Nebraska
$94.3K +$94.3K +2,588 New
QL
455
Quarry LP
New York
$89.6K +$34K +933 +61%
CFB
456
Cullen/Frost Bankers
Texas
$86.4K +$86.4K +2,373 New
BHWM
457
Beaird Harris Wealth Management
Texas
$81.9K – – –
CTC
458
Central Trust Company
Missouri
$80.7K -$35K -960 -30%
MCM
459
MAI Capital Management
Ohio
$79.3K +$33.1K +910 +72%
HFS
460
Hantz Financial Services
Michigan
$78K +$21K +574 +37%
CIBC Private Wealth Group
461
CIBC Private Wealth Group
Georgia
$73.4K -$37.6K -1,032 -34%
CAL
462
Capital Advisors Ltd
Ohio
$72K – – –
QPBE
463
Quintet Private Bank (Europe)
Luxembourg
$68.5K – – –
UCB
464
United Community Bank
South Carolina
$67.9K -$6.92K -190 -9%
AEPWM
465
Atlantic Edge Private Wealth Management
Florida
$66.6K – – –
FG
466
Fairman Group
Pennsylvania
$65.7K – – –
SAM
467
Smartleaf Asset Management
Massachusetts
$61.5K +$3.32K +92 +6%
DSC
468
Duncker Streett & Co
Missouri
$54.6K – – –
BIG
469
Brooklyn Investment Group
New York
$46.6K +$23.3K +640 +100%
VFM
470
Vision Financial Markets
Connecticut
$46.4K – – –
TF
471
Tompkins Financial
New York
$46K -$46K -1,262 -50%
GSWM
472
Golden State Wealth Management
California
$45.8K – – –
LWCFA
473
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$40.1K – – –
ANBT
474
American National Bank & Trust
Texas
$40K – – –
Northwestern Mutual Wealth Management
475
Northwestern Mutual Wealth Management
Wisconsin
$38.3K +$255 +7 +0.7%
17 18
19
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