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