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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
UCB
501
United Community Bank
South Carolina
$21.7K
TWD
502
True Wealth Design
Ohio
$20.4K
C
503
Covestor
United Kingdom
$20K
FGA
504
Fortis Group Advisors
New Jersey
$18.8K
BC
505
Bayforest Capital
United Kingdom
$17.7K
RF
506
Rossby Financial
Florida
$16.8K
IAIM
507
International Assets Investment Management
Florida
$16.5K
PFBT
508
Parkside Financial Bank & Trust
Missouri
$14.6K
OCWP
509
Owl Creek Wealth Partners
Colorado
$14K
FIA
510
FNY Investment Advisers
New York
$14K
MA
511
MCF Advisors
Kentucky
$13.8K
PWMG
512
Private Wealth Management Group
New Jersey
$13.4K
NSIM
513
North Star Investment Management
Illinois
$13.3K
CT
514
Clearstead Trust
Maine
$12.8K
EP
515
Essential Partners
California
$12.4K
AA
516
Addison Advisors
Vermont
$11.9K
ECM
517
Estabrook Capital Management
New York
$11.7K
FMP
518
Financial Management Professionals
Texas
$11.7K
IAAG
519
Innovative Asset Advisors Group
Connecticut
$10.9K
JFA
520
JNBA Financial Advisors
Minnesota
$10.7K
SGK
521
Steigerwald Gordon & Koch
Virginia
$9.26K
CFO
522
CVA Family Office
Colorado
$9.18K
HWP
523
Highline Wealth Partners
California
$8.34K
OAJ
524
Ogorek Anthony Joseph
New York
$8K
EC
525
Elequin Capital
New York
$7.83K