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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 %
KB
476
Kimelman & Baird
New York
$38.2K – – –
FWA
477
Flagship Wealth Advisors
Massachusetts
$38.2K – – –
SAM
478
S.A. Mason
Michigan
$35.5K – – –
DMBA
479
Deseret Mutual Benefit Administrators
Utah
$35.4K – – –
Mitsubishi UFJ Asset Management
480
Mitsubishi UFJ Asset Management
Japan
$34.6K – – –
CI
481
CX Institutional
Indiana
$33K – – –
WT
482
Whittier Trust
California
$32.7K – – –
LI
483
LRI Investments
Florida
$31.5K – – –
SSG
484
Summit Securities Group
New York
$30.9K +$30.9K +849 New
PS
485
Principal Securities
Iowa
$29.4K +$1.57K +43 +6%
KIM
486
Kestra Investment Management
Texas
$28.3K – – –
PTC
487
Private Trust Company
Ohio
$28K -$22.8K -626 -45%
Bessemer Group
488
Bessemer Group
New Jersey
$28K +$2.01K +56 +8%
HWA
489
Heritage Wealth Advisors
Virginia
$26.2K – – –
BWL
490
Bogart Wealth LLC
Virginia
$24.9K +$547 +15 +2%
SHIM
491
Stone House Investment Management
Pennsylvania
$24.4K +$510 +14 +2%
HNB
492
Huntington National Bank
Ohio
$24.4K – – –
BFS
493
Bare Financial Services
Pennsylvania
$24K +$23.1K +635 +2,540%
AF
494
Alerus Financial
North Dakota
$23.5K +$23.5K +645 New
ADL
495
Asset Dedication LLC
California
$23.4K – – –
MBFW
496
Morton Brown Family Wealth
Pennsylvania
$22.9K – – –
ECM
497
Estabrook Capital Management
New York
$22.7K – – –
FIA
498
FNY Investment Advisers
New York
$21K +$21K +600 New
GWM
499
Geneos Wealth Management
Colorado
$19.3K -$32.6K -896 -63%
FGA
500
Fortis Group Advisors
New Jersey
$18.8K – – –
18 19
20
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