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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
BGAI
551
Bruce G. Allen Investments
Colorado
$2.08K
SFG
552
Strive Financial Group
Indiana
$2K
IAS
553
IMA Advisory Services
Colorado
$1.99K
W
554
WealthCollab
Washington
$1.97K
FPF
555
First Pacific Financial
Washington
$1.86K
SC
556
SouthState Corp
Florida
$1.82K
EWP
557
Elevation Wealth Partners
California
$1.78K
KG
558
Kilter Group
New York
$1.75K
SEP
559
Signature Equity Partners
Ohio
$1.68K
PWA
560
Physician Wealth Advisors
Utah
$1.64K
SWM
561
Spire Wealth Management
Virginia
$1.6K
TFG
562
Team Financial Group
California
$1.56K
NRG
563
Nemes Rush Group
Michigan
$1.42K
NB
564
NBT Bank
New York
$1.31K
SIC
565
SJS Investment Consulting
Ohio
$1.17K
DPW
566
DiNuzzo Private Wealth
Pennsylvania
$1.13K
AIC
567
Archer Investment Corporation
Indiana
$1.1K
CT
568
Coastline Trust
Rhode Island
$1.09K
CH
569
Cromwell Holdings
Wyoming
$1.07K
WA
570
Whipplewood Advisors
Colorado
$1.02K
BHWM
571
Bay Harbor Wealth Management
Maryland
$918
DF
572
Dunhill Financial
United Kingdom
$802
HFS
573
Hughes Financial Services
Virginia
$765
SWM
574
SHP Wealth Management
Massachusetts
$691
TFA
575
Transamerica Financial Advisors
Florida
$655