We are live on ! Find out more

593 hedge funds and large institutions have $7.07B invested in UGI in 2026 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 215 increasing their positions, 201 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

3% less funds holding

Funds holding: 611593 (-18)

5% less capital invested

Capital invested by funds: $7.46B → $7.07B (-$395M)

48% less call options, than puts

Call options by funds: $25.5M | Put options by funds: $49.2M

Holders
593
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$25.5M
Puts
$49.2M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
STA
251
Summit Trail Advisors
New York
$1.03M
IRC
252
Investors Research Corp
Georgia
$1.02M
NGA
253
Naples Global Advisors
Florida
$994K
Baird Financial Group
254
Baird Financial Group
Wisconsin
$993K
GLA
255
Great Lakes Advisors
Illinois
$977K
CAG
256
Csenge Advisory Group
Florida
$950K
NP
257
Nilsine Partners
Colorado
$933K
WAM
258
Wolverine Asset Management
Illinois
$914K
SC
259
SummitTX Capital
Texas
$909K
GI
260
GAMCO Investors
Connecticut
$904K
KAS
261
Kestra Advisory Services
Texas
$890K
MWPCG
262
Measured Wealth Private Client Group
New Hampshire
$886K
AI
263
Atria Investments
North Carolina
$883K
CHAM
264
Clear Harbor Asset Management
Connecticut
$830K
Public Employees Retirement Association of Colorado
265
Public Employees Retirement Association of Colorado
Colorado
$813K
ETC
266
Exchange Traded Concepts
Oklahoma
$808K
PP
267
Prudential plc
United Kingdom
$806K
SOADOR
268
State of Alaska Department of Revenue
Alaska
$793K
MML Investors Services
269
MML Investors Services
Massachusetts
$791K
WI
270
WBI Investments
New Jersey
$790K
SAM
271
Storebrand Asset Management
Norway
$787K
FCM
272
Fieldview Capital Management
Michigan
$784K
GFPC
273
Global Financial Private Client
Florida
$781K
N
274
Natixis
France
$771K
PAM
275
Panagora Asset Management
Massachusetts
$769K