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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 %
DPW
551
DiNuzzo Private Wealth
Pennsylvania
$1.42K 39 +7 +22%
PMFA
552
Plante Moran Financial Advisors
Michigan
$1.28K 35 +35 New
WA
553
Whipplewood Advisors
Colorado
$1.13K 31 +19 +158%
RIL
554
Rothschild Investment LLC
Illinois
$1.09K 30 -10 -25%
CT
555
Coastline Trust
Rhode Island
$1.09K 30 – –
HWP
556
Highline Wealth Partners
California
$1.09K 30 – –
CH
557
Cromwell Holdings
Wyoming
$1.06K 29 +29 New
CFO
558
CVA Family Office
Colorado
$801 22 – –
BLC
559
Brown, Lisle/Cummings
Rhode Island
$786 22 +1 +5%
RS
560
Rakuten Securities
Japan
$765 21 – –
HFS
561
Hughes Financial Services
Virginia
$760 21 – –
SIC
562
SJS Investment Consulting
Ohio
$729 20 -9 -31%
WCM
563
WealthTrak Capital Management
Virginia
$729 20 – –
RWM
564
Rialto Wealth Management
New York
$729 20 +5 +33%
FHA
565
First Horizon Advisors
Tennessee
$583 16 +16 New
TPCW
566
TD Private Client Wealth
New York
$546 15 – –
CPG
567
Cornerstone Planning Group
New Jersey
$545 15 +8 +114%
FMP
568
Financial Management Professionals
Texas
$515 14 – –
PWM
569
Parkworth Wealth Management
California
$510 14 +7 +100%
MCM
570
MV Capital Management
Maryland
$474 13 -2 -13%
HIA
571
HFM Investment Advisors
New Jersey
$473 13 +9 +225%
BHWM
572
Bay Harbor Wealth Management
Maryland
$440 12 +8 +200%
NC
573
NewSquare Capital
Pennsylvania
$401 11 – –
RCM
574
Raleigh Capital Management
North Carolina
$401 11 +11 New
QWM
575
Quaker Wealth Management
New Jersey
$365 10 +10 New
21 22
23
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