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 %
Vanguard Group
1
Vanguard Group
Pennsylvania
$887M -$48.8M -1,475,445 -5%
BlackRock
2
BlackRock
New York
$833M -$23M -695,858 -3%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$402M +$21M +635,937 +6%
State Street
4
State Street
Massachusetts
$314M -$16.7M -500,361 -5%
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$225M -$9.72M -294,004 -4%
SCM
6
Snyder Capital Management
California
$167M -$3.01M -91,017 -2%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$141M -$25.9M -783,261 -15%
Northern Trust
8
Northern Trust
Illinois
$136M +$3.89M +117,663 +3%
LSV Asset Management
9
LSV Asset Management
Illinois
$134M +$8.31M +251,311 +7%
Federated Hermes
10
Federated Hermes
Pennsylvania
$129M -$35.4M -1,070,737 -22%
Pictet Asset Management
11
Pictet Asset Management
Switzerland
$104M +$46.6M +1,410,640 +81%
Neuberger Berman Group
12
Neuberger Berman Group
New York
$98.8M +$47.2M +1,427,553 +91%
Morgan Stanley
13
Morgan Stanley
New York
$92.4M -$10.3M -310,025 -10%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$88.6M +$11.6M +349,611 +15%
Ameriprise
15
Ameriprise
Minnesota
$87.5M +$9.22M +278,616 +12%
First Trust Advisors
16
First Trust Advisors
Illinois
$85.7M +$45.1M +1,362,274 +111%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$85.7M +$1.88M +56,777 +2%
Charles Schwab
18
Charles Schwab
California
$83M -$1.49M -45,010 -2%
LF
19
Lansforsakringar Fondforvaltning
Sweden
$78.2M -$21.3M -644,928 -21%
HAI
20
Hennessy Advisors Inc
California
$71.7M -$6.84M -206,800 -9%
CM
21
Corvex Management
New York
$64.8M
JAM
22
Jupiter Asset Management
United Kingdom
$62.1M
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
$59.5M +$8.47K +256 +0%
AQR Capital Management
24
AQR Capital Management
Connecticut
$54.6M -$25.2M -764,151 -32%
EIP
25
Energy Income Partners
Connecticut
$51.4M +$1.57M +47,423 +3%