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Ultrapar

126 hedge funds and large institutions have $209M invested in Ultrapar in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 55 increasing their positions, 33 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 11

67% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 33

10% more capital invested

Capital invested by funds: $191M → $209M (+$18.4M)

8% more funds holding

Funds holding: 117126 (+9)

0.08% more ownership

Funds ownership: 5.63%5.7% (+0.08%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $33K

Holders
126
Holders Change
+9
Holders Change %
+7.69%
% of All Funds
1.66%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
23
Increased
55
Reduced
33
Closed
11
Calls
Puts
$33K
Net Calls
-$33K
Net Calls Change
-$59K
Name Holding Trade Value Shares
Change
Change in
Stake
SFA
51
Sequoia Financial Advisors
Ohio
$194K +$20.3K +6,702 +13%
FRA
52
Frank Rimerman Advisors
California
$181K +$167K +55,105 New
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$175K -$175K -57,710 -52%
AQR Capital Management
54
AQR Capital Management
Connecticut
$173K -$54.7K -18,035 -25%
VF
55
Virtu Financial
New York
$172K +$159K +52,420 New
LNWWM
56
Laird Norton Wetherby Wealth Management
California
$159K +$147K +48,577 New
MGP
57
Metis Global Partners
California
$155K +$7.64K +2,520 +6%
VM
58
VPR Management
Texas
$153K
Mackenzie Financial
59
Mackenzie Financial
Ontario, Canada
$151K +$139K +45,926 New
IA
60
Inspire Advisors
Idaho
$133K -$26.4K -8,714 -18%
Mirae Asset Global Investments
61
Mirae Asset Global Investments
South Korea
$129K +$8.28K +2,730 +7%
AWM
62
Aprio Wealth Management
Georgia
$116K -$152K -50,005 -59%
Envestnet Asset Management
63
Envestnet Asset Management
Illinois
$112K -$3.89K -1,283 -4%
Fidelity Investments
64
Fidelity Investments
Massachusetts
$111K -$364K -120,150 -78%
WFI
65
West Family Investments
California
$109K +$5.41K +1,783 +6%
Pathstone Holdings
66
Pathstone Holdings
New Jersey
$108K +$2.1K +692 +2%
PP
67
PDS Planning
Ohio
$105K +$18.2K +6,002 +23%
EI
68
Ethic Inc
New York
$102K +$29.8K +9,815 +43%
EC
69
EntryPoint Capital
New York
$97.1K -$3.46K -1,140 -4%
S
70
SignatureFD
Georgia
$94.2K +$30.4K +10,023 +54%
EGM
71
Engineers Gate Manager
New York
$88.8K -$81.8K -26,988 -50%
IC
72
IEQ Capital
California
$79K +$25.6K +8,429 +54%
Connor, Clark & Lunn Investment Management (CC&L)
73
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$77.3K -$15.7K -5,164 -18%
Franklin Resources
74
Franklin Resources
California
$74.9K +$34.7K +11,461 +101%
BFA
75
Beaumont Financial Advisors
Massachusetts
$74.6K

UGP Hedge Fund Activity: Q2 2025 in Review

126 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Ultrapar (UGP) for Q2 2025, worth a combined $209M — up 9.7% from $191M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new UGP positions and 11 closed out — a net gain of 12 holders — while 55 added to existing stakes and 33 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.53M. The largest seller was Marshall Wace, cutting an estimated $5.17M.

  • 126 institutional investors held Ultrapar (UGP) as of Q2 2025, up from 117 in Q1 2025.
  • Funds reported $209M of Ultrapar stock for Q2 2025, up 9.7% quarter-over-quarter.
  • 23 funds opened new Ultrapar positions in Q2 2025 and 11 closed out, a net change of +12 holders.
  • The largest Ultrapar buyer in Q2 2025 was Morgan Stanley, an estimated $5.53M added.
  • The largest Ultrapar seller in Q2 2025 was Marshall Wace, an estimated $5.17M sold.

Based on aggregated 13F filings for Q2 2025.