UGI
UGI
568 hedge funds and large institutions have $6.53B invested in UGI in 2025 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 207 increasing their positions, 203 reducing their positions, and 80 closing their positions.
2% more repeat investments, than reductions
Existing positions increased: 207 | Existing positions reduced: 203
0.38% less ownership
Funds ownership: 91.64% → 91.26% (-0.38%)
4% less funds holding
Funds holding: 593 → 568 (-25)
9% less capital invested
Capital invested by funds: $7.16B → $6.53B (-$633M)
19% less first-time investments, than exits
New positions opened: 65 | Existing positions closed: 80
63% less funds holding in top 10
Funds holding in top 10: 8 → 3 (-5)
74% less call options, than puts
Call options by funds: $26.6M | Put options by funds: $102M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$76.6M |
| 2 |
LSV Asset Management
Chicago,
Illinois
|
+$34.8M |
| 3 |
PMG
Private Management Group
Irvine,
California
|
+$25.2M |
| 4 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
+$23.5M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$21.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$71.4M |
| 2 |
HAI
Hennessy Advisors Inc
Novato,
California
|
-$66.1M |
| 3 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$24.3M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$22.7M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
-$21.4M |
UGI Hedge Fund Activity: Q3 2025 in Review
568 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in UGI (UGI) for Q3 2025, worth a combined $6.53B — down 8.8% from $7.16B a quarter earlier.
Sellers outnumbered buyers: 80 funds closed out of UGI and 65 opened new positions — a net loss of 15 holders — while 203 trimmed existing stakes and 207 added.
The largest buyer was Invesco, adding an estimated $76.6M. The largest seller was Vanguard Group, cutting an estimated $71.4M.
- 568 institutional investors held UGI (UGI) as of Q3 2025, down from 593 in Q2 2025.
- Funds reported $6.53B of UGI stock for Q3 2025, down 8.8% quarter-over-quarter.
- 65 funds opened new UGI positions in Q3 2025 and 80 closed out, a net change of -15 holders.
- The largest UGI buyer in Q3 2025 was Invesco, an estimated $76.6M added.
- The largest UGI seller in Q3 2025 was Vanguard Group, an estimated $71.4M sold.
Based on aggregated 13F filings for Q3 2025.