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
PAG
326
Private Advisor Group
New Jersey
$442K
First Eagle Investment Management
327
First Eagle Investment Management
New York
$426K
VA
328
Vident Advisory
Georgia
$422K
MFS
329
Mirabella Financial Services
United Kingdom
$421K
URS
330
Utah Retirement Systems
Utah
$419K
DnB Asset Management
331
DnB Asset Management
Norway
$418K
RF
332
RHS Financial
California
$416K
VFG
333
V2 Financial group
Illinois
$410K
CFB
334
Cullen/Frost Bankers
Texas
$394K
IA
335
IFP Advisors
Florida
$389K
BS
336
Banco Santander
Spain
$388K
RWM
337
Reston Wealth Management
Virginia
$383K
ZIM
338
Zacks Investment Management
Illinois
$379K
FMWA
339
Forvis Mazars Wealth Advisors
Missouri
$377K
II
340
Inspire Investing
Idaho
$371K
GFA
341
Gallagher Fiduciary Advisors
Illinois
$369K
HCM
342
Howland Capital Management
Massachusetts
$368K
MSRPS
343
Maryland State Retirement & Pension System
Maryland
$366K
FB
344
Fulton Bank
Pennsylvania
$366K
DADC
345
D.A. Davidson & Co
Montana
$366K
NIM
346
Needham Investment Management
New York
$364K
US Bancorp
347
US Bancorp
Minnesota
$364K
GSEP
348
Golden State Equity Partners
California
$363K
GI
349
GAMMA Investing
California
$358K
CTC
350
Corundum Trust Company
South Dakota
$356K