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 %
PFBT
501
Parkside Financial Bank & Trust
Missouri
$7.05K
CFD
502
Creative Financial Designs
Indiana
$6.63K +$232 +7 +4%
HNW
503
High Note Wealth
Minnesota
$6.48K -$695 -21 -10%
LFG
504
Larson Financial Group
Missouri
$6.09K +$1.89K +57 +45%
GJIA
505
Glass Jacobson Investment Advisors
Maryland
$6.04K
SC
506
Swan Capital
Florida
$5.62K
BCWM
507
Bartlett & Co Wealth Management
Ohio
$5.45K
PWMG
508
Prestige Wealth Management Group
New Jersey
$5.45K
FMII
509
Farmers & Merchants Investments Inc
Nebraska
$5.16K +$2.35K +71 +84%
HWM
510
Hemington Wealth Management
Virginia
$5K +$1.41K +50 +39%
BIA
511
Bell Investment Advisors
California
$4.99K +$992 +30 +25%
GWM
512
Guardian Wealth Management
Illinois
$4.99K -$33 -1 -0.7%
HI
513
Harbour Investments
Wisconsin
$4.6K
AF
514
Advisornet Financial
Minnesota
$4.53K
NSIM
515
North Star Investment Management
Illinois
$4.3K
PMAM
516
Picton Mahoney Asset Management
Ontario, Canada
$4K +$2.08K +52 +108%
GWSG
517
GPS Wealth Strategies Group
Colorado
$3.87K +$66 +2 +2%
ME
518
McIlrath & Eck
Washington
$3.31K
CTA
519
Colonial Trust Advisors
South Carolina
$3.31K +$3.31K +100 New
CAM
520
Costello Asset Management
Pennsylvania
$3.31K +$3.31K +100 New
WFA
521
West Financial Advisors
Iowa
$3.31K +$3.31K +100 New
KIG
522
Kessler Investment Group
Indiana
$3.01K
PSFG
523
Park Square Financial Group
Georgia
$2.98K
AAG
524
Armstrong Advisory Group
Massachusetts
$2.74K
AA
525
Addison Advisors
Vermont
$2.65K