UGI
596 hedge funds and large institutions have $7.16B invested in UGI in 2025 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 230 increasing their positions, 175 reducing their positions, and 61 closing their positions.
52% more first-time investments, than exits
New positions opened: 93 | Existing positions closed: 61
33% more funds holding in top 10
Funds holding in top 10: 6 → 8 (+2)
31% more repeat investments, than reductions
Existing positions increased: 230 | Existing positions reduced: 175
17% more capital inflows, than outflows
Capital inflows: $562M | Capital outflows: $480M
5% more funds holding
Funds holding: 568 → 596 (+28)
1.01% more ownership
Funds ownership: 90.65% → 91.65% (+1%)
69% less call options, than puts
Call options by funds: $27.2M | Put options by funds: $88.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$88.4M |
| 2 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
+$53.5M |
| 3 |
Point72 Asset Management
Stamford,
Connecticut
|
+$45.8M |
| 4 |
LSV Asset Management
Chicago,
Illinois
|
+$29.7M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$27.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Corvex Management
New York
|
-$64.8M |
| 2 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$26.1M |
| 3 |
DZ Bank
Frankfurt Am Main,
Germany
|
-$25.7M |
| 4 |
Voloridge Investment Management
Jupiter,
Florida
|
-$24.1M |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$23.5M |
UGI Hedge Fund Activity: Q2 2025 in Review
596 of the 7,629 institutional investors tracked by Wall St. Rank reported a position in UGI (UGI) for Q2 2025, worth a combined $7.16B — up 11% from $6.44B a quarter earlier.
Buyers outnumbered sellers: 93 funds opened new UGI positions and 61 closed out — a net gain of 32 holders — while 230 added to existing stakes and 175 trimmed.
The largest buyer was CAPTRUST Financial Advisors, adding an estimated $88.4M. The largest seller was Corvex Management, exiting entirely with an estimated $64.8M sold.
- 596 institutional investors held UGI (UGI) as of Q2 2025, up from 568 in Q1 2025.
- Funds reported $7.16B of UGI stock for Q2 2025, up 11% quarter-over-quarter.
- 93 funds opened new UGI positions in Q2 2025 and 61 closed out, a net change of +32 holders.
- The largest UGI buyer in Q2 2025 was CAPTRUST Financial Advisors, an estimated $88.4M added.
- The largest UGI seller in Q2 2025 was Corvex Management, an estimated $64.8M sold.
Based on aggregated 13F filings for Q2 2025.