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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 %
SC
526
Swan Capital
Florida
$7.61K +$1.42K +39 +23%
CFD
527
Creative Financial Designs
Indiana
$7.38K +$109 +3 +2%
HNW
528
High Note Wealth
Minnesota
$6.92K -$219 -6 -3%
TPWA
529
Twin Peaks Wealth Advisors
California
$6.87K +$6.87K +195 New
NECFA
530
New England Capital Financial Advisors
Connecticut
$6.74K +$6.74K +185 New
SHF
531
Safe Harbor Fiduciary
Florida
$6.74K +$6.74K +185 New
FMII
532
Farmers & Merchants Investments Inc
Nebraska
$6.45K +$765 +21 +13%
PWMG
533
Prestige Wealth Management Group
New Jersey
$6K – – –
BCWM
534
Bartlett & Co Wealth Management
Ohio
$5.94K – – –
CTA
535
Colonial Trust Advisors
South Carolina
$5.46K +$1.82K +50 +50%
CA
536
CoreCap Advisors
Michigan
$4.77K +$3.82K +105 +404%
NSIM
537
North Star Investment Management
Illinois
$4.74K – – –
GWSG
538
GPS Wealth Strategies Group
Colorado
$4.7K +$437 +12 +10%
MAWAG
539
Mid-American Wealth Advisory Group
Missouri
$4.04K +$4.04K +111 New
WFA
540
West Financial Advisors
Iowa
$3.68K +$36 +1 +1%
CAM
541
Costello Asset Management
Pennsylvania
$3.64K – – –
ME
542
McIlrath & Eck
Washington
$3.64K – – –
AAG
543
Armstrong Advisory Group
Massachusetts
$3.53K – – –
PSFG
544
Park Square Financial Group
Georgia
$3.28K – – –
SC
545
SouthState Corp
Florida
$2.99K -$65K -1,785 -96%
AA
546
Addison Advisors
Vermont
$2.91K – – –
CIAS
547
CBIZ Investment Advisory Services
Ohio
$2.56K +$37 +1 +1%
S
548
Sachetta
Massachusetts
$2.33K – – –
T
549
Transce3nd
Texas
$2.29K – – –
BGAI
550
Bruce G. Allen Investments
Colorado
$2.08K – – –
20 21
22
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