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
NDSIB
401
North Dakota State Investment Board
North Dakota
$229K
VT
402
Vise Technologies
New York
$229K
AWM
403
Avior Wealth Management
Nebraska
$226K
BFG
404
Beacon Financial Group
Texas
$225K
IA
405
Invested Advisors
Pennsylvania
$224K
Walleye Trading
406
Walleye Trading
New York
$223K
BL
407
BFSG LLC
California
$220K
GCM
408
Graham Capital Management
Connecticut
$219K
GVAG
409
Great Valley Advisor Group
Delaware
$219K
PA
410
Parallel Advisors
California
$219K
JWA
411
JFS Wealth Advisors
Pennsylvania
$216K
APP
412
Avantax Planning Partners
Iowa
$209K
GP
413
Guardian Partners
Canada
$209K
AAS
414
Ameritas Advisory Services
Nebraska
$208K
BNP Paribas Asset Management
415
BNP Paribas Asset Management
France
$206K
GM
416
GeoWealth Management
Illinois
$204K
SHIM
417
Stone House Investment Management
Pennsylvania
$203K
CIS
418
Custom Index Systems
New York
$203K
MA
419
MONECO Advisors
Connecticut
$202K
CF
420
Convergence Financial
Missouri
$201K
HIS
421
Harvest Investment Services
Illinois
$201K
IWM
422
IHT Wealth Management
Illinois
$201K
ECSS
423
Eurizon Capital SGR SpA
$195K
HFS
424
Hantz Financial Services
Michigan
$193K
AF
425
Allworth Financial
California
$192K