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Ultrapar
UGP

Overview Fund Activity

124 hedge funds and large institutions have $209M invested in Ultrapar in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 55 increasing their positions, 32 reducing their positions, and 11 closing their positions.

Holders
124
Holders Change
+7
Holders Change %
+5.98%
% 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
22
Increased
55
Reduced
32
Closed
11
Calls
–
Puts
$33K
Net Calls
-$33K
Net Calls Change
-$59K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$20.8M
2
BlackRock
2
BlackRock
New York
$24M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$6.16M
4
American Century Companies
4
American Century Companies
Missouri
$8.84M
5
PCP
5
Polunin Capital Partners
United Kingdom
$31.4M

Top Sellers

1
Marshall Wace
1
Marshall Wace
United Kingdom
$3M
2
HAI
2
Hennessy Advisors Inc
California
$0
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$4.55M
5
Bank of America
5
Bank of America
North Carolina
$1.62M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
101
Wells Fargo
California
$19.4K 5,920 – –
FFA
102
Farther Finance Advisors
California
$18.6K 5,677 +248 +5%
MCM
103
MAI Capital Management
Ohio
$15.6K 4,762 +4,762 New
TCOV
104
Trust Company of Vermont
Vermont
$14.2K 4,339 +4,339 New
Ohio Public Employees Retirement System (OPERS)
105
Ohio Public Employees Retirement System (OPERS)
Ohio
$12.8K 3,903 – –
CIAM
106
Caitong International Asset Management
Hong Kong
$8.45K 2,577 +2,423 +1,573%
SAM
107
Smartleaf Asset Management
Massachusetts
$8.08K 2,608 +2,608 New
Northwestern Mutual Wealth Management
108
Northwestern Mutual Wealth Management
Wisconsin
$4.98K 1,517 +1,517 New
Royal Bank of Canada
109
Royal Bank of Canada
Ontario, Canada
$4K 1,182 +1,148 +3,376%
GRP
110
Global Retirement Partners
California
$3.97K 1,209 +1,209 New
National Bank of Canada
111
National Bank of Canada
Quebec, Canada
$3.77K 1,150 +1,150 New
W
112
WealthCollab
Washington
$3.6K 1,097 +1,097 New
SO
113
Sierra Ocean
California
$2.96K 902 +326 +57%
AF
114
Allworth Financial
California
$2.09K 637 +43 +7%
IA
115
IFP Advisors
Florida
$1.08K 330 – –
Simplex Trading
116
Simplex Trading
Illinois
$1K 421 +421 New
JWA
117
JFS Wealth Advisors
Pennsylvania
$830 253 – –
FHA
118
First Horizon Advisors
Tennessee
$698 213 -2,907 -93%
GWM
119
Geneos Wealth Management
Colorado
$640 195 +195 New
PTC
120
Private Trust Company
Ohio
$318 97 – –
AWM
121
Abound Wealth Management
Tennessee
$210 64 – –
BIG
122
Brooklyn Investment Group
New York
$142 43 +43 New
FGC
123
Financial Gravity Companies
Texas
$134 41 +41 New
TWD
124
True Wealth Design
Ohio
$66 20 – –
HAI
125
Hennessy Advisors Inc
California
– – -1,625,700 Closed
2 3 4
5
6