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 %
FMP
551
Financial Management Professionals
Texas
$463
NC
552
NewSquare Capital
Pennsylvania
$364 +$364 +11 New
ACA
553
American Capital Advisory
Idaho
$265 +$265 +8 New
CAWM
554
Capital A Wealth Management
Pennsylvania
$231 -$165 -5 -42%
PWM
555
Parkworth Wealth Management
California
$231 +$99 +3 +75%
CPG
556
Cornerstone Planning Group
New Jersey
$229 +$229 +7 New
CIAM
557
Caitong International Asset Management
Hong Kong
$198 +$198 +6 New
BHWM
558
Bay Harbor Wealth Management
Maryland
$133 +$133 +4 New
HIA
559
HFM Investment Advisors
New Jersey
$133 +$133 +4 New
Norges Bank
560
Norges Bank
Norway
-$103M -3,652,660 Closed
ICM
561
Invenomic Capital Management
Massachusetts
-$17.4M -614,910 Closed
Adage Capital Partners
562
Adage Capital Partners
Massachusetts
-$12M -425,000 Closed
Bank of Nova Scotia
563
Bank of Nova Scotia
Ontario, Canada
-$5.15M -182,600 Closed
DRP
564
Decade Renewable Partners
Texas
-$4.61M -163,185 Closed
BGIM
565
Brandywine Global Investment Management
Pennsylvania
-$4.14M -146,781 Closed
CWM
566
Congress Wealth Management
Massachusetts
-$3.91M -138,508 Closed
Jane Street
567
Jane Street
New York
-$2.56M -90,623 Closed
EFS
568
Econ Financial Services
Pennsylvania
-$2.23M -78,978 Closed
NRD
569
Nebula Research & Development
New York
-$2.15M -76,203 Closed
PSC
570
Portman Square Capital
United Kingdom
-$1.64M -58,202 Closed
BHCM
571
Brevan Howard Capital Management
Jersey
-$1.02M -35,976 Closed
IC
572
IEQ Capital
California
-$958K -33,938 Closed
Pacer Advisors
573
Pacer Advisors
Pennsylvania
-$904K -32,009 Closed
Nomura Holdings
574
Nomura Holdings
Japan
-$804K -28,487 Closed
I
575
INVST
Indiana
-$789K -27,944 Closed