580 hedge funds and large institutions have $7.14B invested in UGI in 2025 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 223 increasing their positions, 174 reducing their positions, and 59 closing their positions.

Holders
580
Holders Change
+21
Holders Change %
+3.76%
% of All Funds
7.79%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
89
Increased
223
Reduced
174
Closed
59
Calls
$22.3M
Puts
$84.8M
Net Calls
-$62.5M
Net Calls Change
-$4.25M
Name Market Value Shares Shares
Change
Shares
Change %
Mitsubishi UFJ Asset Management
476
Mitsubishi UFJ Asset Management
Japan
$34.6K 949
CI
477
CX Institutional
Indiana
$33K 911
WT
478
Whittier Trust
California
$32.7K 899
LI
479
LRI Investments
Florida
$31.5K 864
SSG
480
Summit Securities Group
New York
$30.9K 849 +849 New
PS
481
Principal Securities
Iowa
$29.4K 807 +43 +6%
KIM
482
Kestra Investment Management
Texas
$28.3K 856
PTC
483
Private Trust Company
Ohio
$28K 769 -626 -45%
Bessemer Group
484
Bessemer Group
New Jersey
$28K 782 +56 +8%
HWA
485
Heritage Wealth Advisors
Virginia
$26.2K 720
BWL
486
Bogart Wealth LLC
Virginia
$24.9K 684 +15 +2%
SHIM
487
Stone House Investment Management
Pennsylvania
$24.4K 671 +14 +2%
HNB
488
Huntington National Bank
Ohio
$24.4K 669
BFS
489
Bare Financial Services
Pennsylvania
$24K 660 +635 +2,540%
AF
490
Alerus Financial
North Dakota
$23.5K 645 +645 New
ADL
491
Asset Dedication LLC
California
$23.4K 642
MBFW
492
Morton Brown Family Wealth
Pennsylvania
$22.9K 627
ECM
493
Estabrook Capital Management
New York
$22.7K 622
FIA
494
FNY Investment Advisers
New York
$21K 600 +600 New
GWM
495
Geneos Wealth Management
Colorado
$19.3K 531 -896 -63%
FGA
496
Fortis Group Advisors
New Jersey
$18.8K 515
AS
497
Altshuler Shaham
Israel
$18.1K 498 -167 -25%
VCM
498
Versant Capital Management
Arizona
$18.1K 496 -26 -5%
BF
499
BOK Financial
Oklahoma
$17.3K 476
RA
500
Rise Advisors
New York
$17.3K 475