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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 %
QC
601
Quadrature Capital
United Kingdom
– -$980K -29,648 Closed
WorldQuant Millennium Advisors
602
WorldQuant Millennium Advisors
New York
– -$968K -29,259 Closed
GCM
603
Greenland Capital Management
New York
– -$863K -26,110 Closed
Man Group
604
Man Group
United Kingdom
– -$781K -23,620 Closed
CW
605
Code Waechter
Florida
– -$765K -23,139 Closed
XT
606
XTX Topco
Cayman Islands
– -$748K -22,628 Closed
Walleye Trading
607
Walleye Trading
New York
– -$738K -22,309 Closed
MWM
608
Maridea Wealth Management
New York
– -$578K -17,468 Closed
SWP
609
Stratos Wealth Partners
Ohio
– -$504K -15,244 Closed
PMAM
610
Penn Mutual Asset Management
Pennsylvania
– -$480K -14,500 Closed
VSQM
611
V-Square Quantitative Management
Illinois
– -$458K -13,844 Closed
TSS
612
Two Sigma Securities
New York
– -$457K -13,833 Closed
USAA
613
United Services Automobile Association
Texas
– -$451K -13,710 Closed
Wolverine Trading
614
Wolverine Trading
Illinois
– -$362K -11,029 Closed
CM
615
Capula Management
Cayman Islands
– -$314K -9,486 Closed
PCM
616
Prelude Capital Management
New York
– -$291K -8,809 Closed
WIA
617
Wealthedge Investment Advisors
New York
– -$284K -8,576 Closed
MGP
618
Metis Global Partners
California
– -$269K -8,145 Closed
BAM
619
Blueshift Asset Management
New Jersey
– -$263K -7,955 Closed
GCP
620
GSA Capital Partners
United Kingdom
– -$249K -7,538 Closed
GT
621
Greenleaf Trust
Michigan
– -$220K -6,664 Closed
DAS
622
Diversify Advisory Services
Utah
– -$216K -6,609 Closed
OAM
623
Oxford Asset Management
United Kingdom
– -$200K -6,054 Closed
QC
624
Quent Capital
New York
– -$165K -4,995 Closed
CCM
625
Coldstream Capital Management
Washington
– -$160K -4,849 Closed
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