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
QPBE
451
Quintet Private Bank (Europe)
Luxembourg
$62.5K
CTC
452
Central Trust Company
Missouri
$60.9K
AEPWM
453
Atlantic Edge Private Wealth Management
Florida
$60.9K
FG
454
Fairman Group
Pennsylvania
$60K
Bessemer Group
455
Bessemer Group
New Jersey
$52K
DSC
456
Duncker Streett & Co
Missouri
$49.9K
MCM
457
MAI Capital Management
Ohio
$45.4K
BFS
458
Bare Financial Services
Pennsylvania
$44.7K
VFM
459
Vision Financial Markets
Connecticut
$42.4K
TF
460
Tompkins Financial
New York
$42K
GSWM
461
Golden State Wealth Management
California
$41.8K
LWCFA
462
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$36.7K
KB
463
Kimelman & Baird
New York
$34.9K
FWA
464
Flagship Wealth Advisors
Massachusetts
$34.9K
PGAM
465
Princeton Global Asset Management
New Jersey
$33.3K
MG
466
Mather Group
Illinois
$32.8K
CJ
467
Caitlin John
Michigan
$32.6K
Mitsubishi UFJ Asset Management
468
Mitsubishi UFJ Asset Management
Japan
$31.6K
PS
469
Principal Securities
Iowa
$31.5K
CI
470
CX Institutional
Indiana
$30K
LI
471
LRI Investments
Florida
$28K
MCM
472
Manchester Capital Management
Vermont
$26.3K
DMBA
473
Deseret Mutual Benefit Administrators
Utah
$26.2K
SHIM
474
Stone House Investment Management
Pennsylvania
$25K
HNB
475
Huntington National Bank
Ohio
$24.7K