UGI
602 hedge funds and large institutions have $7.46B invested in UGI in 2025 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 203 increasing their positions, 206 reducing their positions, and 46 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
more ownership
Funds ownership: →
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
1% less repeat investments, than reductions
Existing positions increased: 203 | Existing positions reduced: 206
47% less call options, than puts
Call options by funds: $34M | Put options by funds: $63.8M
Holders
602
Holding in Top 10
3
Calls
$34M
Puts
$63.8M
Top Buyers
| 1 | +$134M | |
| 2 | +$42M | |
| 3 | +$34.4M | |
| 4 |
Squarepoint
New York
|
+$33.2M |
| 5 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$25.3M |
Top Sellers
| 1 | -$88.1M | |
| 2 | -$56.8M | |
| 3 | -$39.9M | |
| 4 |
Fuller & Thaler Asset Management
San Mateo,
California
|
-$29.3M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$27.9M |
