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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
CJ
476
Caitlin John
Michigan
$35.6K
Mitsubishi UFJ Asset Management
477
Mitsubishi UFJ Asset Management
Japan
$34.6K
Los Angeles Capital Management
478
Los Angeles Capital Management
California
$34.2K
CI
479
CX Institutional
Indiana
$34K
EF
480
Entrust Financial
Pennsylvania
$33.4K
PWPS
481
Pinnacle Wealth Planning Services
Ohio
$33.3K
AS
482
Altshuler Shaham
Israel
$32K
VCM
483
Versant Capital Management
Arizona
$31.7K
WA
484
WPG Advisers
Maryland
$29.9K
MCM
485
Manchester Capital Management
Vermont
$29.8K
RFP
486
Root Financial Partners
California
$29.6K
CCWM
487
Cassaday & Co Wealth Management
Virginia
$28.7K
LI
488
LRI Investments
Florida
$28.6K
FWA
489
Flagship Wealth Advisors
Massachusetts
$28.5K
CT
490
Caldwell Trust
Florida
$27K
HWA
491
Heritage Wealth Advisors
Virginia
$26.2K
MG
492
Mather Group
Illinois
$26.1K
BWL
493
Bogart Wealth LLC
Virginia
$26K
PTC
494
Private Trust Company
Ohio
$25.5K
ECA
495
Elevated Capital Advisors
Utah
$24K
AF
496
Alerus Financial
North Dakota
$23.5K
ADL
497
Asset Dedication LLC
California
$23.4K
MBFW
498
Morton Brown Family Wealth
Pennsylvania
$22.9K
SWP
499
Strategic Wealth Partners
Ohio
$22.8K
WT
500
Whittier Trust
California
$21.8K