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 %
KWM
576
Kingsview Wealth Management
Oregon
-$740K -26,215 Closed
I
577
InceptionR
California
-$715K -25,313 Closed
VI
578
Versor Investments
New York
-$598K -21,200 Closed
CIC
579
Cornercap Investment Counsel
Georgia
-$586K -20,753 Closed
KI
580
Kapitalo Investimentos
Brazil
-$457K -16,189 Closed
ISL
581
Ingalls & Snyder LLC
New York
-$431K -15,284 Closed
PD
582
Point72 (DIFC)
United Arab Emirates
-$416K -14,725 Closed
AG
583
Algert Global
California
-$387K -13,726 Closed
Robeco Institutional Asset Management
584
Robeco Institutional Asset Management
Netherlands
-$344K -12,192 Closed
BFG
585
Bleakley Financial Group
New Jersey
-$253K -8,950 Closed
AHL
586
Abel Hall LLC
Louisiana
-$249K -8,829 Closed
NAAA
587
New Age Alpha Advisors
New York
-$231K -8,183 Closed
CFB
588
Cullen/Frost Bankers
Texas
-$198K -6,999 Closed
AWM
589
Avior Wealth Management
Nebraska
-$119K -4,207 Closed
MHIP
590
Mountain Hill Investment Partners
New Jersey
-$113K -4,000 Closed
VWM
591
Venturi Wealth Management
Texas
-$106K -3,749 Closed
DJSG
592
D.J. St. Germain
Massachusetts
-$102K -3,600 Closed
CFGS
593
Concourse Financial Group Securities
Alabama
-$84.5K -2,794 Closed
RS
594
R Squared
Hong Kong
-$69.7K -2,470 Closed
PAM
595
Parvin Asset Management
South Dakota
-$49.4K -1,750 Closed
MFA
596
McClarren Financial Advisors
Pennsylvania
-$48K -1,700 Closed
TCG
597
Transcendent Capital Group
Oklahoma
-$44.2K -1,567 Closed
CJ
598
Caitlin John
Michigan
-$27.5K -975 Closed
GM
599
GeoWealth Management
Illinois
-$26.8K -950 Closed
PIM
600
Plato Investment Management
Australia
-$19.8K -700 Closed