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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
TI
351
Trexquant Investment
Connecticut
$347K
IRP
352
Investment Research Partners
Pennsylvania
$346K
CFSG
353
Clark Financial Services Group
Missouri
$342K
LG
354
Leuthold Group
Minnesota
$338K
MAM
355
MMA Asset Management
Pennsylvania
$335K
MOS
356
MGO One Seven
Ohio
$334K
UCFA
357
United Capital Financial Advisors
Texas
$333K
MAS
358
Meeder Advisory Services
Ohio
$331K
QCM
359
QRG Capital Management
Illinois
$321K
CIAS
360
CFS Investment Advisory Services
New Jersey
$320K
HWM
361
HB Wealth Management
Georgia
$319K
ProShare Advisors
362
ProShare Advisors
Maryland
$314K
CTA
363
Chesley Taft & Associates
Illinois
$302K
SOAMC
364
Spirit of America Management Corp
New York
$291K
AFG
365
Atomi Financial Group
New York
$286K
COI
366
Connable Office Inc
Michigan
$285K
BEI
367
Benjamin Edwards Inc
Missouri
$283K
EIP
368
Ellis Investment Partners
Pennsylvania
$282K
FTWA
369
Fifth Third Wealth Advisors
Ohio
$282K
AWA
370
Arkadios Wealth Advisors
Georgia
$282K
BAM
371
Belpointe Asset Management
Nevada
$275K
ECM
372
Evergreen Capital Management
Washington
$272K
Lido Advisors
373
Lido Advisors
California
$270K
Rockefeller Capital Management
374
Rockefeller Capital Management
New York
$270K
AWM
375
Accurate Wealth Management
Florida
$264K