560 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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

11% more funds holding

Funds holding: 506560 (+54)

2.68% less ownership

Funds ownership: 91.82%89.14% (-2.7%)

59% less call options, than puts

Call options by funds: $41.3M | Put options by funds: $99.5M

Holders
560
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$41.3M
Puts
$99.5M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JFGIW
501
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7.19K
PFBT
502
Parkside Financial Bank & Trust
Missouri
$7.04K
CFD
503
Creative Financial Designs
Indiana
$6.63K
HNW
504
High Note Wealth
Minnesota
$6.48K
LFG
505
Larson Financial Group
Missouri
$6.08K
GJIA
506
Glass Jacobson Investment Advisors
Maryland
$6.04K
SC
507
Swan Capital
Florida
$5.62K
PWMG
508
Prestige Wealth Management Group
New Jersey
$5.45K
BCWM
509
Bartlett & Co Wealth Management
Ohio
$5.45K
FMII
510
Farmers & Merchants Investments Inc
Nebraska
$5.16K
HWM
511
Hemington Wealth Management
Virginia
$5K
BIA
512
Bell Investment Advisors
California
$4.99K
GWM
513
Guardian Wealth Management
Illinois
$4.99K
HI
514
Harbour Investments
Wisconsin
$4.6K
AF
515
Advisornet Financial
Minnesota
$4.53K
NSIM
516
North Star Investment Management
Illinois
$4.3K
PMAM
517
Picton Mahoney Asset Management
Ontario, Canada
$4K
GWSG
518
GPS Wealth Strategies Group
Colorado
$3.87K
ME
519
McIlrath & Eck
Washington
$3.31K
CAM
520
Costello Asset Management
Pennsylvania
$3.31K
WFA
521
West Financial Advisors
Iowa
$3.31K
CTA
522
Colonial Trust Advisors
South Carolina
$3.31K
KIG
523
Kessler Investment Group
Indiana
$3.01K
PSFG
524
Park Square Financial Group
Georgia
$2.98K
AAG
525
Armstrong Advisory Group
Massachusetts
$2.74K