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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 %
CW
601
Code Waechter
Florida
– – -23,139 Closed
XT
602
XTX Topco
Cayman Islands
– – -22,628 Closed
Walleye Trading
603
Walleye Trading
New York
– – -22,309 Closed
MWM
604
Maridea Wealth Management
New York
– – -17,468 Closed
SWP
605
Stratos Wealth Partners
Ohio
– – -15,244 Closed
PMAM
606
Penn Mutual Asset Management
Pennsylvania
– – -14,500 Closed
VSQM
607
V-Square Quantitative Management
Illinois
– – -13,844 Closed
TSS
608
Two Sigma Securities
New York
– – -13,833 Closed
USAA
609
United Services Automobile Association
Texas
– – -13,710 Closed
Wolverine Trading
610
Wolverine Trading
Illinois
– – -11,029 Closed
CM
611
Capula Management
Cayman Islands
– – -9,486 Closed
PCM
612
Prelude Capital Management
New York
– – -8,809 Closed
WIA
613
Wealthedge Investment Advisors
New York
– – -8,576 Closed
MGP
614
Metis Global Partners
California
– – -8,145 Closed
BAM
615
Blueshift Asset Management
New Jersey
– – -7,955 Closed
GCP
616
GSA Capital Partners
United Kingdom
– – -7,538 Closed
GT
617
Greenleaf Trust
Michigan
– – -6,664 Closed
DAS
618
Diversify Advisory Services
Utah
– – -6,609 Closed
OAM
619
Oxford Asset Management
United Kingdom
– – -6,054 Closed
QC
620
Quent Capital
New York
– – -4,995 Closed
CCM
621
Coldstream Capital Management
Washington
– – -4,849 Closed
Walleye Capital
622
Walleye Capital
New York
– – -3,955 Closed
HT
623
Headlands Technologies
Illinois
– – -2,555 Closed
SFG
624
Stonebridge Financial Group
Pennsylvania
– – -2,078 Closed
AFS
625
Anderson Financial Strategies
Ohio
– – -1,466 Closed
22 23 24
25
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