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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 %
FFO
551
Fortitude Family Office
Arizona
$2K +$2K +55 New
TFA
552
Toth Financial Advisory
Virginia
$1.82K – – –
KG
553
Kilter Group
New York
$1.75K +$1.75K +48 New
TFG
554
Team Financial Group
California
$1.52K +$1.52K +42 New
DPW
555
DiNuzzo Private Wealth
Pennsylvania
$1.42K +$255 +7 +22%
PMFA
556
Plante Moran Financial Advisors
Michigan
$1.28K +$1.28K +35 New
WA
557
Whipplewood Advisors
Colorado
$1.13K +$692 +19 +158%
RIL
558
Rothschild Investment LLC
Illinois
$1.09K -$364 -10 -25%
HWP
559
Highline Wealth Partners
California
$1.09K – – –
CT
560
Coastline Trust
Rhode Island
$1.09K – – –
CH
561
Cromwell Holdings
Wyoming
$1.06K +$1.06K +29 New
CFO
562
CVA Family Office
Colorado
$801 – – –
BLC
563
Brown, Lisle/Cummings
Rhode Island
$786 +$36 +1 +5%
RS
564
Rakuten Securities
Japan
$765 – – –
HFS
565
Hughes Financial Services
Virginia
$760 – – –
SIC
566
SJS Investment Consulting
Ohio
$729 -$328 -9 -31%
WCM
567
WealthTrak Capital Management
Virginia
$729 – – –
RWM
568
Rialto Wealth Management
New York
$729 +$182 +5 +33%
FHA
569
First Horizon Advisors
Tennessee
$583 +$583 +16 New
TPCW
570
TD Private Client Wealth
New York
$546 – – –
CPG
571
Cornerstone Planning Group
New Jersey
$545 +$291 +8 +114%
FMP
572
Financial Management Professionals
Texas
$515 – – –
PWM
573
Parkworth Wealth Management
California
$510 +$255 +7 +100%
MCM
574
MV Capital Management
Maryland
$474 -$73 -2 -13%
HIA
575
HFM Investment Advisors
New Jersey
$473 +$327 +9 +225%
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