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
MCM
576
MV Capital Management
Maryland
$474
HIA
577
HFM Investment Advisors
New Jersey
$473
GBT
578
Grove Bank & Trust
Florida
$473
BHWM
579
Beaird Harris Wealth Management
Texas
$438
VWM
580
Vermillion Wealth Management
Minnesota
$437
RS
581
Rakuten Securities
Japan
$401
RWM
582
Rialto Wealth Management
New York
$401
QWM
583
Quaker Wealth Management
New Jersey
$365
HI
584
Horizon Investments
North Carolina
$291
AUB
585
Atlantic Union Bankshares
Virginia
$291
FC
586
Financial Consulate
Maryland
$183
CFD
587
Creative Financial Designs
Indiana
$182
HHCP
588
Hilton Head Capital Partners
South Carolina
$146
ACA
589
American Capital Advisory
Idaho
$110
CW
590
Curio Wealth
Maryland
$109
RCM
591
Raleigh Capital Management
North Carolina
$31
Norges Bank
592
Norges Bank
Norway
Point72 Asset Management
593
Point72 Asset Management
Connecticut
MYAM
594
Meiji Yasuda Asset Management
Japan
HA
595
Heartland Advisors
Wisconsin
SJIC
596
St. James Investment Company
Texas
Janney Montgomery Scott
597
Janney Montgomery Scott
Pennsylvania
Allspring Global Investments
598
Allspring Global Investments
North Carolina
Two Sigma Advisers
599
Two Sigma Advisers
New York
EP
600
Edgestream Partners
New Jersey