591 hedge funds and large institutions have $7.06B invested in UGI in 2026 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 215 increasing their positions, 199 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: 609591 (-18)

5% less capital invested

Capital invested by funds: $7.46B → $7.06B (-$399M)

48% less call options, than puts

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

Holders
591
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
IRP
351
Investment Research Partners
Pennsylvania
$346K
CFSG
352
Clark Financial Services Group
Missouri
$342K
LG
353
Leuthold Group
Minnesota
$338K
MAM
354
MMA Asset Management
Pennsylvania
$335K
MOS
355
MGO One Seven
Ohio
$334K
UCFA
356
United Capital Financial Advisors
Texas
$333K
MAS
357
Meeder Advisory Services
Ohio
$331K
QCM
358
QRG Capital Management
Illinois
$321K
CIAS
359
CFS Investment Advisory Services
New Jersey
$320K
HWM
360
HB Wealth Management
Georgia
$319K
ProShare Advisors
361
ProShare Advisors
Maryland
$314K
CTA
362
Chesley Taft & Associates
Illinois
$302K
SOAMC
363
Spirit of America Management Corp
New York
$291K
AFG
364
Atomi Financial Group
New York
$286K
COI
365
Connable Office Inc
Michigan
$285K
BEI
366
Benjamin Edwards Inc
Missouri
$283K
EIP
367
Ellis Investment Partners
Pennsylvania
$282K
FTWA
368
Fifth Third Wealth Advisors
Ohio
$282K
AWA
369
Arkadios Wealth Advisors
Georgia
$282K
BAM
370
Belpointe Asset Management
Nevada
$275K
ECM
371
Evergreen Capital Management
Washington
$272K
Lido Advisors
372
Lido Advisors
California
$270K
Rockefeller Capital Management
373
Rockefeller Capital Management
New York
$270K
AWM
374
Accurate Wealth Management
Florida
$264K
SCM
375
Sterling Capital Management
North Carolina
$263K