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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 %
BHWM
576
Bay Harbor Wealth Management
Maryland
$440 +$293 +8 +200%
NC
577
NewSquare Capital
Pennsylvania
$401 – – –
RCM
578
Raleigh Capital Management
North Carolina
$401 +$401 +11 New
QWM
579
Quaker Wealth Management
New Jersey
$365 +$365 +10 New
PWA
580
Principia Wealth Advisory
Texas
$328 +$328 +9 New
IAS
581
IMA Advisory Services
Colorado
$221 +$221 +6 New
LFA
582
LGT Financial Advisors
Texas
$219 +$219 +6 New
ACA
583
American Capital Advisory
Idaho
$110 -$183 -5 -63%
SC
584
Stephens Consulting
Michigan
$37 +$37 +1 New
CM
585
Corvex Management
New York
– -$64.8M -1,960,815 Closed
JF
586
Jump Financial
Illinois
– -$9.28M -280,744 Closed
CF
587
Corebridge Financial
Texas
– -$7.85M -237,271 Closed
LIM
588
Longfellow Investment Management
Massachusetts
– -$6.5M -196,533 Closed
APF
589
Alaska Permanent Fund
Alaska
– -$3.72M -113,367 Closed
D.E. Shaw & Co
590
D.E. Shaw & Co
New York
– -$3.09M -93,476 Closed
CCB
591
Cutter & Co Brokerage
Missouri
– -$2.73M -82,466 Closed
ICA
592
Infrastructure Capital Advisors
New York
– -$1.66M -50,290 Closed
AIMCA
593
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$1.64M -49,600 Closed
AP
594
Advisors Preferred
Maryland
– -$1.6M -47,770 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
595
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
– -$1.46M -44,000 Closed
FRM
596
Fox Run Management
Connecticut
– -$1.38M -41,594 Closed
ACM
597
Aquatic Capital Management
Illinois
– -$1.26M -37,972 Closed
ARC
598
Advisor Resource Council
Texas
– -$1.05M -35,192 Closed
OQS
599
Occudo Quantitative Strategies
Florida
– -$1.12M -33,934 Closed
EF
600
Empowered Funds
Pennsylvania
– -$1.02M -30,925 Closed
22 23
24
25 26