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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
CA
451
CoreCap Advisors
Michigan
$86.6K
AF
452
Advisornet Financial
Minnesota
$79.8K
AGWCA
453
Annis Gardner Whiting Capital Advisors
Florida
$79.3K
Bessemer Group
454
Bessemer Group
New Jersey
$77K
CAL
455
Capital Advisors Ltd
Ohio
$72K
MPWT
456
MassMutual Private Wealth & Trust
Connecticut
$68.3K
FG
457
Fairman Group
Pennsylvania
$65.7K
BIAS
458
Beacon Investment Advisory Services
New Jersey
$65.6K
AEPWM
459
Atlantic Edge Private Wealth Management
Florida
$64.3K
CTC
460
Central Trust Company
Missouri
$57.6K
CT
461
Colonial Trust
South Carolina
$54.6K
DSC
462
Duncker Streett & Co
Missouri
$54.6K
HPC
463
HM Payson & Co
Maine
$50.7K
RFS
464
Richardson Financial Services
Massachusetts
$49.5K
VFM
465
Vision Financial Markets
Connecticut
$46.4K
GSWM
466
Golden State Wealth Management
California
$45.8K
BFS
467
Bare Financial Services
Pennsylvania
$44.9K
DMBA
468
Deseret Mutual Benefit Administrators
Utah
$42.8K
LWCFA
469
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$41.8K
Northwestern Mutual Wealth Management
470
Northwestern Mutual Wealth Management
Wisconsin
$40.6K
HI
471
Harbour Investments
Wisconsin
$38.8K
KB
472
Kimelman & Baird
New York
$38.2K
ERSOT
473
Employees Retirement System of Texas
Texas
$37K
HNB
474
Huntington National Bank
Ohio
$36.9K
PGAM
475
Princeton Global Asset Management
New Jersey
$36.4K