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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 %
PWA
576
Principia Wealth Advisory
Texas
$328 9 +9 New
IAS
577
IMA Advisory Services
Colorado
$221 6 +6 New
LFA
578
LGT Financial Advisors
Texas
$219 6 +6 New
ACA
579
American Capital Advisory
Idaho
$110 3 -5 -63%
SC
580
Stephens Consulting
Michigan
$37 1 +1 New
CM
581
Corvex Management
New York
– – -1,960,815 Closed
JF
582
Jump Financial
Illinois
– – -280,744 Closed
CF
583
Corebridge Financial
Texas
– – -237,271 Closed
LIM
584
Longfellow Investment Management
Massachusetts
– – -196,533 Closed
APF
585
Alaska Permanent Fund
Alaska
– – -113,367 Closed
D.E. Shaw & Co
586
D.E. Shaw & Co
New York
– – -93,476 Closed
CCB
587
Cutter & Co Brokerage
Missouri
– – -82,466 Closed
ICA
588
Infrastructure Capital Advisors
New York
– – -50,290 Closed
AIMCA
589
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– – -49,600 Closed
AP
590
Advisors Preferred
Maryland
– – -47,770 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
591
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
– – -44,000 Closed
FRM
592
Fox Run Management
Connecticut
– – -41,594 Closed
ACM
593
Aquatic Capital Management
Illinois
– – -37,972 Closed
ARC
594
Advisor Resource Council
Texas
– – -35,192 Closed
OQS
595
Occudo Quantitative Strategies
Florida
– – -33,934 Closed
EF
596
Empowered Funds
Pennsylvania
– – -30,925 Closed
QC
597
Quadrature Capital
United Kingdom
– – -29,648 Closed
WorldQuant Millennium Advisors
598
WorldQuant Millennium Advisors
New York
– – -29,259 Closed
GCM
599
Greenland Capital Management
New York
– – -26,110 Closed
Man Group
600
Man Group
United Kingdom
– – -23,620 Closed
22 23
24
25 26