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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
LNWTC
301
Laird Norton Wetherby Trust Company
Washington
$590K
CFM
302
Catalyst Funds Management
Australia
$584K
DTL
303
Dynamic Technology Lab
Singapore
$584K
Jane Street
304
Jane Street
New York
$584K
IWC
305
Integrated Wealth Concepts
Massachusetts
$582K
AWM
306
AE Wealth Management
Kansas
$581K
SAM
307
Securian Asset Management
Minnesota
$576K
FFA
308
Farther Finance Advisors
California
$575K
RLH
309
RD Lewis Holdings
Florida
$564K
SFA
310
Sequoia Financial Advisors
Ohio
$545K
WA
311
Waverly Advisors
Alabama
$545K
TWP
312
Triad Wealth Partners
Kansas
$541K
AOWM
313
Alpha Omega Wealth Management
Virginia
$538K
CIC
314
Carnegie Investment Counsel
Ohio
$521K
FDCDDQ
315
Federation des caisses Desjardins du Quebec
Quebec, Canada
$513K
ECM
316
Everence Capital Management
Indiana
$508K
OAM
317
Oppenheimer Asset Management
New York
$498K
FM
318
Family Management
New York
$480K
TRCT
319
Tower Research Capital (TRC)
New York
$474K
ACA
320
Atlas Capital Advisors
Wyoming
$473K
HIS
321
Horizon Investment Services
Indiana
$472K
QCM
322
Qsemble Capital Management
New York
$468K
QCG
323
Quadrant Capital Group
Ohio
$463K
HIP
324
Harrell Investment Partners
Texas
$459K
EWA
325
EverSource Wealth Advisors
Alabama
$453K