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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
TPCW
576
TD Private Client Wealth
New York
$546
TM
577
Torren Management
California
$477
MCM
578
MV Capital Management
Maryland
$474
HIA
579
HFM Investment Advisors
New Jersey
$473
GBT
580
Grove Bank & Trust
Florida
$473
BHWM
581
Beaird Harris Wealth Management
Texas
$438
VWM
582
Vermillion Wealth Management
Minnesota
$437
RS
583
Rakuten Securities
Japan
$401
RWM
584
Rialto Wealth Management
New York
$401
QWM
585
Quaker Wealth Management
New Jersey
$365
HI
586
Horizon Investments
North Carolina
$291
AUB
587
Atlantic Union Bankshares
Virginia
$291
FC
588
Financial Consulate
Maryland
$183
CFD
589
Creative Financial Designs
Indiana
$182
HHCP
590
Hilton Head Capital Partners
South Carolina
$146
ACA
591
American Capital Advisory
Idaho
$110
CW
592
Curio Wealth
Maryland
$109
RCM
593
Raleigh Capital Management
North Carolina
$31
Norges Bank
594
Norges Bank
Norway
Point72 Asset Management
595
Point72 Asset Management
Connecticut
MYAM
596
Meiji Yasuda Asset Management
Japan
HA
597
Heartland Advisors
Wisconsin
SJIC
598
St. James Investment Company
Texas
Janney Montgomery Scott
599
Janney Montgomery Scott
Pennsylvania
Allspring Global Investments
600
Allspring Global Investments
North Carolina