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
TCM
526
Triumph Capital Management
Colorado
$7.47K
TPWA
527
Twin Peaks Wealth Advisors
California
$7.25K
FMII
528
Farmers & Merchants Investments Inc
Nebraska
$7.1K
HNW
529
High Note Wealth
Minnesota
$6.92K
KFAS
530
Keating Financial Advisory Services
Kansas
$6.23K
PWMG
531
Prestige Wealth Management Group
New Jersey
$6.18K
WSFG
532
Wall Street Financial Group
Illinois
$6.05K
BCWM
533
Bartlett & Co Wealth Management
Ohio
$5.83K
BIA
534
Bell Investment Advisors
California
$5.14K
FFO
535
Fortitude Family Office
Arizona
$4.99K
AFC
536
Ares Financial Consulting
California
$4.94K
S
537
Sachetta
Massachusetts
$4.77K
RIL
538
Rothschild Investment LLC
Illinois
$4.62K
AssetMark Inc
539
AssetMark Inc
California
$4.3K
CMA
540
Cedar Mountain Advisors
Oregon
$4.22K
JSAM
541
J. Safra Asset Management
New York
$4.01K
WFA
542
West Financial Advisors
Iowa
$3.8K
SRCM
543
Signature Resources Capital Management
California
$3.76K
ME
544
McIlrath & Eck
Washington
$3.64K
AAG
545
Armstrong Advisory Group
Massachusetts
$3.53K
B
546
Bayban
Minnesota
$3.02K
CA
547
Clearstead Advisors
Ohio
$2.73K
BLC
548
Brown, Lisle/Cummings
Rhode Island
$2.46K
BGAI
549
Bruce G. Allen Investments
Colorado
$2.08K
SFG
550
Strive Financial Group
Indiana
$2K