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 %
PS
476
Principal Securities
Iowa
$21.6K
ADL
477
Asset Dedication LLC
California
$21.2K
BIG
478
Brooklyn Investment Group
New York
$21.1K +$13K +393 +159%
MBFW
479
Morton Brown Family Wealth
Pennsylvania
$20.8K
ECM
480
Estabrook Capital Management
New York
$20.6K +$10.6K +322 +107%
AT
481
Arlington Trust
Alabama
$20.1K +$20.1K +609 New
VCM
482
Versant Capital Management
Arizona
$17.3K +$1.62K +49 +10%
FGA
483
Fortis Group Advisors
New Jersey
$17K
BF
484
BOK Financial
Oklahoma
$15.7K
RA
485
Rise Advisors
New York
$15.7K +$15.7K +475 New
TWD
486
True Wealth Design
Ohio
$15.6K +$66 +2 +0.4%
SO
487
Sierra Ocean
California
$14K
MA
488
MCF Advisors
Kentucky
$12.6K -$61.8K -1,870 -83%
IA
489
IFP Advisors
Florida
$12.3K -$52.6K -1,591 -81%
Amundi
490
Amundi
France
$12.2K -$1.95M -60,220 -99%
PWMG
491
Private Wealth Management Group
New Jersey
$12.1K +$2.25K +68 +23%
CT
492
Clearstead Trust
Maine
$11.6K +$11.6K +351 New
AWM
493
AllSquare Wealth Management
New York
$10.2K
OAJ
494
Ogorek Anthony Joseph
New York
$9K +$9K +293 New
CA
495
Continuum Advisory
Idaho
$8.86K -$1.98K -60 -18%
JFA
496
JNBA Financial Advisors
Minnesota
$8.8K
WA
497
WPG Advisers
Maryland
$7.97K +$4.5K +136 +130%
TH
498
TCTC Holdings
Texas
$7.61K
BCM
499
Blume Capital Management
California
$7.38K
JFGIW
500
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7.19K