UGI
UGI
613 hedge funds and large institutions have $7.46B invested in UGI in 2025 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 205 increasing their positions, 207 reducing their positions, and 46 closing their positions.
124% more first-time investments, than exits
New positions opened: 103 | Existing positions closed: 46
14% more capital invested
Capital invested by funds: $6.53B → $7.46B (+$938M)
8% more funds holding
Funds holding: 569 → 613 (+44)
1.53% more ownership
Funds ownership: 91.26% → 92.79% (+1.5%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
1% less repeat investments, than reductions
Existing positions increased: 205 | Existing positions reduced: 207
47% less call options, than puts
Call options by funds: $34M | Put options by funds: $63.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
+$134M |
| 2 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$42M |
| 3 |
Goldman Sachs
New York
|
+$34.4M |
| 4 |
Squarepoint
New York
|
+$33.2M |
| 5 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$25.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pictet Asset Management
Carouge,
Switzerland
|
-$88.1M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$56.8M |
| 3 |
HVCM
HG Vora Capital Management
New York
|
-$39.9M |
| 4 |
Fuller & Thaler Asset Management
San Mateo,
California
|
-$29.3M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$27.9M |
UGI Hedge Fund Activity: Q4 2025 in Review
613 of the 8,266 institutional investors tracked by Wall St. Rank reported a position in UGI (UGI) for Q4 2025, worth a combined $7.46B — up 14% from $6.53B a quarter earlier.
Buyers outnumbered sellers: 103 funds opened new UGI positions and 46 closed out — a net gain of 57 holders — while 205 added to existing stakes and 207 trimmed.
The largest buyer was Neuberger Berman Group, adding an estimated $134M. The largest seller was Pictet Asset Management, cutting an estimated $88.1M.
- 613 institutional investors held UGI (UGI) as of Q4 2025, up from 569 in Q3 2025.
- Funds reported $7.46B of UGI stock for Q4 2025, up 14% quarter-over-quarter.
- 103 funds opened new UGI positions in Q4 2025 and 46 closed out, a net change of +57 holders.
- The largest UGI buyer in Q4 2025 was Neuberger Berman Group, an estimated $134M added.
- The largest UGI seller in Q4 2025 was Pictet Asset Management, an estimated $88.1M sold.
Based on aggregated 13F filings for Q4 2025.