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UGI
UGI

Overview Fund Activity

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

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$119M
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$93.8M
3
Mitsubishi UFJ Trust & Banking
3
Mitsubishi UFJ Trust & Banking
Japan
$90M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$57.9M
5
LSV Asset Management
5
LSV Asset Management
Illinois
$178M

Top Sellers

1
CM
1
Corvex Management
New York
$0
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$114M
3
DZ Bank
3
DZ Bank
Germany
$13.1M
4
Voloridge Investment Management
4
Voloridge Investment Management
Florida
$5.89M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$40.6M
Name Market Value Shares Shares
Change 		Shares
Change %
NECFA
526
New England Capital Financial Advisors
Connecticut
$6.74K 185 +185 New
SHF
527
Safe Harbor Fiduciary
Florida
$6.74K 185 +185 New
FMII
528
Farmers & Merchants Investments Inc
Nebraska
$6.45K 177 +21 +13%
PWMG
529
Prestige Wealth Management Group
New Jersey
$6K 163 – –
BCWM
530
Bartlett & Co Wealth Management
Ohio
$5.94K 163 – –
CTA
531
Colonial Trust Advisors
South Carolina
$5.46K 150 +50 +50%
CA
532
CoreCap Advisors
Michigan
$4.77K 131 +105 +404%
NSIM
533
North Star Investment Management
Illinois
$4.74K 130 – –
GWSG
534
GPS Wealth Strategies Group
Colorado
$4.7K 129 +12 +10%
MAWAG
535
Mid-American Wealth Advisory Group
Missouri
$4.04K 111 +111 New
WFA
536
West Financial Advisors
Iowa
$3.68K 101 +1 +1%
CAM
537
Costello Asset Management
Pennsylvania
$3.64K 100 – –
ME
538
McIlrath & Eck
Washington
$3.64K 100 – –
AAG
539
Armstrong Advisory Group
Massachusetts
$3.53K 97 – –
PSFG
540
Park Square Financial Group
Georgia
$3.28K 90 – –
SC
541
SouthState Corp
Florida
$2.99K 82 -1,785 -96%
AA
542
Addison Advisors
Vermont
$2.91K 80 – –
CIAS
543
CBIZ Investment Advisory Services
Ohio
$2.56K 70 +1 +1%
S
544
Sachetta
Massachusetts
$2.33K 64 – –
T
545
Transce3nd
Texas
$2.29K 63 – –
BGAI
546
Bruce G. Allen Investments
Colorado
$2.08K 57 – –
FFO
547
Fortitude Family Office
Arizona
$2K 55 +55 New
TFA
548
Toth Financial Advisory
Virginia
$1.82K 50 – –
KG
549
Kilter Group
New York
$1.75K 48 +48 New
TFG
550
Team Financial Group
California
$1.52K 42 +42 New
20 21
22
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