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
AF
451
Advisornet Financial
Minnesota
$79.8K
AGWCA
452
Annis Gardner Whiting Capital Advisors
Florida
$79.3K
Bessemer Group
453
Bessemer Group
New Jersey
$77K
CAL
454
Capital Advisors Ltd
Ohio
$72K
MPWT
455
MassMutual Private Wealth & Trust
Connecticut
$68.3K
FG
456
Fairman Group
Pennsylvania
$65.7K
BIAS
457
Beacon Investment Advisory Services
New Jersey
$65.6K
AEPWM
458
Atlantic Edge Private Wealth Management
Florida
$64.3K
CTC
459
Central Trust Company
Missouri
$57.6K
CT
460
Colonial Trust
South Carolina
$54.6K
DSC
461
Duncker Streett & Co
Missouri
$54.6K
HPC
462
HM Payson & Co
Maine
$50.7K
RFS
463
Richardson Financial Services
Massachusetts
$49.5K
VFM
464
Vision Financial Markets
Connecticut
$46.4K
GSWM
465
Golden State Wealth Management
California
$45.8K
BFS
466
Bare Financial Services
Pennsylvania
$44.9K
DMBA
467
Deseret Mutual Benefit Administrators
Utah
$42.8K
LWCFA
468
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$41.8K
Northwestern Mutual Wealth Management
469
Northwestern Mutual Wealth Management
Wisconsin
$40.6K
HI
470
Harbour Investments
Wisconsin
$38.8K
KB
471
Kimelman & Baird
New York
$38.2K
ERSOT
472
Employees Retirement System of Texas
Texas
$37K
HNB
473
Huntington National Bank
Ohio
$36.9K
PGAM
474
Princeton Global Asset Management
New Jersey
$36.4K
CJ
475
Caitlin John
Michigan
$35.6K