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 %
TWD
501
True Wealth Design
Ohio
$17.3K 474 +3 +0.6%
CA
502
Clearstead Advisors
Ohio
$16.4K 450 +433 +2,547%
SWM
503
Spire Wealth Management
Virginia
$16.4K 449 -1,785 -80%
SO
504
Sierra Ocean
California
$15.4K 423
MA
505
MCF Advisors
Kentucky
$13.8K 380
TCOT
506
Trust Company of Toledo
Ohio
$13.6K 373 +373 New
MYIA
507
Mount Yale Investment Advisors
Colorado
$13.4K 369 +369 New
PWMG
508
Private Wealth Management Group
New Jersey
$13.4K 367
CT
509
Clearstead Trust
Maine
$12.8K 351
BIA
510
Bell Investment Advisors
California
$11.7K 320 +169 +112%
AWM
511
AllSquare Wealth Management
New York
$11.2K 307
TWC
512
TD Waterhouse Canada
Ontario, Canada
$11.1K 318 +318 New
OAJ
513
Ogorek Anthony Joseph
New York
$10K 293
HWM
514
Hemington Wealth Management
Virginia
$10K 280 +103 +58%
AP
515
Atwood & Palmer
Missouri
$9.83K 270 +270 New
JFA
516
JNBA Financial Advisors
Minnesota
$9.69K 266
LFG
517
Larson Financial Group
Missouri
$9.54K 262 +78 +42%
HI
518
Harbour Investments
Wisconsin
$9.43K 259 +120 +86%
WA
519
WPG Advisers
Maryland
$9.21K 253 +12 +5%
AssetMark Inc
520
AssetMark Inc
California
$9.14K 251 +235 +1,469%
PFBT
521
Parkside Financial Bank & Trust
Missouri
$7.87K 216 +3 +1%
SC
522
Swan Capital
Florida
$7.61K 209 +39 +23%
CFD
523
Creative Financial Designs
Indiana
$7.38K 203 +3 +2%
HNW
524
High Note Wealth
Minnesota
$6.92K 190 -6 -3%
TPWA
525
Twin Peaks Wealth Advisors
California
$6.87K 195 +195 New