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UFP Industries
UFPI

Overview Fund Activity

431 hedge funds and large institutions have $5.51B invested in UFP Industries in 2025 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 190 increasing their positions, 132 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
431
Holders Change
-6
Holders Change %
-1.37%
% of All Funds
5.85%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
51
Increased
190
Reduced
132
Closed
51
Calls
$2.39M
Puts
$588K
Net Calls
+$1.8M
Net Calls Change
-$702K

Top Buyers

1
WA
Wasatch Advisors
Utah
+$86.3M
2
Boston Partners
Boston Partners
Massachusetts
+$85.3M
3
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$60.9M
4
Franklin Resources
Franklin Resources
California
+$23.5M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$21M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$86.3M
2
First Trust Advisors
First Trust Advisors
Illinois
-$49.7M
3
BlackRock
BlackRock
New York
-$30.1M
4
Victory Capital Management
Victory Capital Management
Texas
-$16.9M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$16.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
JSW
251
Journey Strategic Wealth
New Jersey
$374K -$6.74K -63 -2%
Envestnet Portfolio Solutions
252
Envestnet Portfolio Solutions
Illinois
$359K -$110K -1,024 -23%
NWAG
253
Net Worth Advisory Group
Utah
$359K -$2.14K -20 -0.6%
SCA
254
Snowden Capital Advisors
New York
$356K -$19.9K -186 -5%
ECM
255
Evergreen Capital Management
Washington
$352K +$23.5K +220 +7%
Baird Financial Group
256
Baird Financial Group
Wisconsin
$350K -$106K -993 -23%
HW
257
Hancock Whitney
Mississippi
$348K +$22.7K +212 +7%
HSBC Holdings
258
HSBC Holdings
United Kingdom
$348K -$2.4M -22,359 -87%
SAI
259
Systematic Alpha Investments
New Jersey
$343K – – –
M&T Bank
260
M&T Bank
New York
$342K +$16.7K +156 +5%
AAS
261
Avantax Advisory Services
Texas
$336K -$15.3K -143 -4%
FT
262
Fiduciary Trust
Massachusetts
$329K +$329K +3,077 New
SAM
263
Shell Asset Management
Netherlands
$325K -$13.2K -123 -4%
QPW
264
Quantum Private Wealth
Florida
$321K +$34.3K +320 +12%
CI
265
Corient IA
Florida
$321K +$321K +3,000 New
QC
266
Quantessence Capital
New York
$321K +$321K +3,000 New
Commonwealth Equity Services
267
Commonwealth Equity Services
Massachusetts
$319K -$29.8K -279 -9%
IWC
268
Integrated Wealth Concepts
Massachusetts
$317K +$23.7K +221 +8%
Bessemer Group
269
Bessemer Group
New Jersey
$314K +$855 +8 +0.3%
AGWCA
270
Annis Gardner Whiting Capital Advisors
Florida
$312K +$300K +2,806 +2,505%
FFM
271
Forum Financial Management
Illinois
$306K +$428 +4 +0.1%
AWM
272
AE Wealth Management
Kansas
$305K +$305K +2,853 New
IQI
273
Integrated Quantitative Investments
Washington
$305K – – –
KBC Group
274
KBC Group
Belgium
$304K +$41.4K +386 +16%
HCMT
275
Highland Capital Management (Tennessee)
Tennessee
$298K +$59.8K +559 +25%
9 10
11
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