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
Mitsubishi UFJ Asset Management
476
Mitsubishi UFJ Asset Management
Japan
$34.6K
Los Angeles Capital Management
477
Los Angeles Capital Management
California
$34.2K
CI
478
CX Institutional
Indiana
$34K
EF
479
Entrust Financial
Pennsylvania
$33.4K
PWPS
480
Pinnacle Wealth Planning Services
Ohio
$33.3K
AS
481
Altshuler Shaham
Israel
$32K
VCM
482
Versant Capital Management
Arizona
$31.7K
WA
483
WPG Advisers
Maryland
$29.9K
MCM
484
Manchester Capital Management
Vermont
$29.8K
RFP
485
Root Financial Partners
California
$29.6K
CCWM
486
Cassaday & Co Wealth Management
Virginia
$28.7K
LI
487
LRI Investments
Florida
$28.6K
CT
488
Caldwell Trust
Florida
$27K
HWA
489
Heritage Wealth Advisors
Virginia
$26.2K
MG
490
Mather Group
Illinois
$26.1K
BWL
491
Bogart Wealth LLC
Virginia
$26K
PTC
492
Private Trust Company
Ohio
$25.5K
ECA
493
Elevated Capital Advisors
Utah
$24K
AF
494
Alerus Financial
North Dakota
$23.5K
ADL
495
Asset Dedication LLC
California
$23.4K
MBFW
496
Morton Brown Family Wealth
Pennsylvania
$22.9K
SWP
497
Strategic Wealth Partners
Ohio
$22.8K
WT
498
Whittier Trust
California
$21.8K
UCB
499
United Community Bank
South Carolina
$21.7K
TWD
500
True Wealth Design
Ohio
$20.4K