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
SCM
376
Shelton Capital Management
Colorado
$263K
BWCS
377
Beirne Wealth Consulting Services
Connecticut
$258K
WG
378
Winton Group
United Kingdom
$258K
CG
379
CFO4Life Group
Texas
$257K
BP
380
Ballentine Partners
Massachusetts
$256K
SFC
381
SYM Financial Corp
Indiana
$256K
HTC
382
Haverford Trust Company
Pennsylvania
$255K
RDWM
383
Red Door Wealth Management
Tennessee
$254K
PWM
384
Perigon Wealth Management
California
$253K
S
385
SignatureFD
Georgia
$250K
ET
386
Entropy Technologies
New York
$249K
PWM
387
Partnership Wealth Management
Maryland
$246K
BIG
388
Brooklyn Investment Group
New York
$245K
EC
389
EntryPoint Capital
New York
$243K
JWM
390
Jeppson Wealth Management
California
$241K
SAM
391
Smartleaf Asset Management
Massachusetts
$241K
Truist Financial
392
Truist Financial
North Carolina
$240K
SPC
393
Sigma Planning Corp
Michigan
$239K
DC
394
Davenport & Co
Virginia
$237K
CIBC Asset Management
395
CIBC Asset Management
Ontario, Canada
$236K
HFM
396
Harvest Fund Management
China
$235K
PI
397
PFG Investments
New York
$235K
LTAS
398
Linden Thomas Advisory Services
North Carolina
$234K
UB
399
UMB Bank
Missouri
$232K
HSA
400
HBK Sorce Advisory
Pennsylvania
$230K