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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
HSA
401
HBK Sorce Advisory
Pennsylvania
$230K
NDSIB
402
North Dakota State Investment Board
North Dakota
$229K
VT
403
Vise Technologies
New York
$229K
AWM
404
Avior Wealth Management
Nebraska
$226K
BFG
405
Beacon Financial Group
Texas
$225K
IA
406
Invested Advisors
Pennsylvania
$224K
Walleye Trading
407
Walleye Trading
New York
$223K
BL
408
BFSG LLC
California
$220K
GCM
409
Graham Capital Management
Connecticut
$219K
GVAG
410
Great Valley Advisor Group
Delaware
$219K
PA
411
Parallel Advisors
California
$219K
JWA
412
JFS Wealth Advisors
Pennsylvania
$216K
APP
413
Avantax Planning Partners
Iowa
$209K
GP
414
Guardian Partners
Canada
$209K
AAS
415
Ameritas Advisory Services
Nebraska
$208K
BNP Paribas Asset Management
416
BNP Paribas Asset Management
France
$206K
GM
417
GeoWealth Management
Illinois
$204K
SHIM
418
Stone House Investment Management
Pennsylvania
$203K
CIS
419
Custom Index Systems
New York
$203K
MA
420
MONECO Advisors
Connecticut
$202K
CF
421
Convergence Financial
Missouri
$201K
HIS
422
Harvest Investment Services
Illinois
$201K
IWM
423
IHT Wealth Management
Illinois
$201K
ECSS
424
Eurizon Capital SGR SpA
$195K
HFS
425
Hantz Financial Services
Michigan
$193K