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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 %
AS
501
Altshuler Shaham
Israel
$18.1K -$6.08K -167 -25%
VCM
502
Versant Capital Management
Arizona
$18.1K -$947 -26 -5%
BF
503
BOK Financial
Oklahoma
$17.3K – – –
RA
504
Rise Advisors
New York
$17.3K – – –
TWD
505
True Wealth Design
Ohio
$17.3K +$109 +3 +0.6%
CA
506
Clearstead Advisors
Ohio
$16.4K +$15.8K +433 +2,547%
SWM
507
Spire Wealth Management
Virginia
$16.4K -$65K -1,785 -80%
SO
508
Sierra Ocean
California
$15.4K – – –
MA
509
MCF Advisors
Kentucky
$13.8K – – –
TCOT
510
Trust Company of Toledo
Ohio
$13.6K +$13.6K +373 New
MYIA
511
Mount Yale Investment Advisors
Colorado
$13.4K +$13.4K +369 New
PWMG
512
Private Wealth Management Group
New Jersey
$13.4K – – –
CT
513
Clearstead Trust
Maine
$12.8K – – –
BIA
514
Bell Investment Advisors
California
$11.7K +$6.16K +169 +112%
AWM
515
AllSquare Wealth Management
New York
$11.2K – – –
TWC
516
TD Waterhouse Canada
Ontario, Canada
$11.1K +$11.1K +318 New
OAJ
517
Ogorek Anthony Joseph
New York
$10K – – –
HWM
518
Hemington Wealth Management
Virginia
$10K +$3.68K +103 +58%
AP
519
Atwood & Palmer
Missouri
$9.83K +$9.83K +270 New
JFA
520
JNBA Financial Advisors
Minnesota
$9.69K – – –
LFG
521
Larson Financial Group
Missouri
$9.54K +$2.84K +78 +42%
HI
522
Harbour Investments
Wisconsin
$9.43K +$4.37K +120 +86%
WA
523
WPG Advisers
Maryland
$9.21K +$437 +12 +5%
AssetMark Inc
524
AssetMark Inc
California
$9.14K +$8.56K +235 +1,469%
PFBT
525
Parkside Financial Bank & Trust
Missouri
$7.87K +$109 +3 +1%
19 20
21
22 23