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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
CFSG
526
Community Financial Services Group
Vermont
$7.79K
TCM
527
Triumph Capital Management
Colorado
$7.47K
TPWA
528
Twin Peaks Wealth Advisors
California
$7.25K
FMII
529
Farmers & Merchants Investments Inc
Nebraska
$7.1K
HNW
530
High Note Wealth
Minnesota
$6.92K
KFAS
531
Keating Financial Advisory Services
Kansas
$6.23K
PWMG
532
Prestige Wealth Management Group
New Jersey
$6.18K
WSFG
533
Wall Street Financial Group
Illinois
$6.05K
BCWM
534
Bartlett & Co Wealth Management
Ohio
$5.83K
BIA
535
Bell Investment Advisors
California
$5.14K
FFO
536
Fortitude Family Office
Arizona
$4.99K
AFC
537
Ares Financial Consulting
California
$4.94K
S
538
Sachetta
Massachusetts
$4.77K
PP
539
Paladin Partners
Wisconsin
$4.74K
RIL
540
Rothschild Investment LLC
Illinois
$4.62K
AssetMark Inc
541
AssetMark Inc
California
$4.3K
CMA
542
Cedar Mountain Advisors
Oregon
$4.22K
JSAM
543
J. Safra Asset Management
New York
$4.01K
WFA
544
West Financial Advisors
Iowa
$3.8K
SRCM
545
Signature Resources Capital Management
California
$3.76K
ME
546
McIlrath & Eck
Washington
$3.64K
AAG
547
Armstrong Advisory Group
Massachusetts
$3.53K
B
548
Bayban
Minnesota
$3.02K
CA
549
Clearstead Advisors
Ohio
$2.73K
BLC
550
Brown, Lisle/Cummings
Rhode Island
$2.46K