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 %
CIAS
526
CBIZ Investment Advisory Services
Ohio
$2.29K +$33 +1 +1%
S
527
Sachetta
Massachusetts
$2.12K -$198 -6 -9%
T
528
Transce3nd
Texas
$2.08K -$17.9K -540 -90%
BGAI
529
Bruce G. Allen Investments
Colorado
$1.89K
TFA
530
Toth Financial Advisory
Virginia
$1.65K -$3.31K -100 -67%
RIL
531
Rothschild Investment LLC
Illinois
$1.32K +$496 +15 +60%
DPW
532
DiNuzzo Private Wealth
Pennsylvania
$1.06K +$99 +3 +10%
CT
533
Coastline Trust
Rhode Island
$992
HWP
534
Highline Wealth Partners
California
$992 +$992 +30 New
SIC
535
SJS Investment Consulting
Ohio
$960 +$132 +4 +16%
WA
536
Whipplewood Advisors
Colorado
$926 -$1.24K -16 -57%
CA
537
CoreCap Advisors
Michigan
$860 +$860 +26 New
BFS
538
Bare Financial Services
Pennsylvania
$827 +$827 +25 New
CFO
539
CVA Family Office
Colorado
$728
HFS
540
Hughes Financial Services
Virginia
$704 +$704 +21 New
RS
541
Rakuten Securities
Japan
$694 -$5.92K -179 -90%
MG
542
Mather Group
Illinois
$694
BLC
543
Brown, Lisle/Cummings
Rhode Island
$694 +$694 +21 New
WCM
544
WealthTrak Capital Management
Virginia
$662 +$166 +5 +33%
MAS
545
MPWM Advisory Solutions
Georgia
$628
CA
546
Clearstead Advisors
Ohio
$563 +$331 +10 +143%
AssetMark Inc
547
AssetMark Inc
California
$529 -$364 -11 -41%
MCM
548
MV Capital Management
Maryland
$497 +$33 +1 +7%
RWM
549
Rialto Wealth Management
New York
$497 +$497 +15 New
TPCW
550
TD Private Client Wealth
New York
$496 +$496 +15 New