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UFP Industries

395 hedge funds and large institutions have $4.44B invested in UFP Industries in 2026 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 167 increasing their positions, 124 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

35% more repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 124

1.84% more ownership

Funds ownership: 83.04%84.88% (+1.8%)

1% more capital invested

Capital invested by funds: $4.41B → $4.44B (+$29.9M)

4% less funds holding

Funds holding: 411395 (-16)

12% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 52

Holders
395
Holders Change
-16
Holders Change %
-3.89%
% of All Funds
4.87%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
46
Increased
167
Reduced
124
Closed
52
Calls
$14.7M
Puts
Net Calls
+$14.7M
Net Calls Change
+$818K
Name Holding Trade Value Shares
Change
Change in
Stake
BTI
301
Blue Trust Inc
Georgia
$54K -$19.4K -192 -25%
Loomis, Sayles & Company
302
Loomis, Sayles & Company
Massachusetts
$53.7K -$800K -7,912 -93%
PA
303
Parallel Advisors
California
$49.7K +$9.2K +91 +20%
SAM
304
Smartleaf Asset Management
Massachusetts
$46.1K -$9.5K -94 -16%
N
305
Natixis
France
$41.4K -$1.42M -14,000 -97%
CCWM
306
Cassaday & Co Wealth Management
Virginia
$39.5K +$43.4K +429 New
EWA
307
EverSource Wealth Advisors
Alabama
$39K -$1.82K -18 -4%
AssetMark Inc
308
AssetMark Inc
California
$38.6K +$1.62K +16 +4%
IA
309
IFP Advisors
Florida
$33.4K -$5.16K -51 -12%
AT
310
Arlington Trust
Alabama
$33.4K +$36.7K +363 New
S
311
SignatureFD
Georgia
$33K -$2.93K -29 -7%
CSB
312
City State Bank
Iowa
$32.2K
ASN
313
Advisory Services Network
Georgia
$32K +$35.1K +347 New
KAS
314
Kemnay Advisory Services
New York
$30.5K +$16.3K +161 +95%
RFP
315
Root Financial Partners
California
$29.5K +$15K +148 +86%
HI
316
Harbour Investments
Wisconsin
$27.6K +$30.3K +300 New
IWP
317
IAG Wealth Partners
Wisconsin
$27.6K +$30.3K +300 New
FFA
318
Farther Finance Advisors
California
$26.2K +$2.73K +27 +10%
CT
319
Colonial Trust
South Carolina
$25.4K -$47.6K -471 -63%
AF
320
Allworth Financial
California
$24.2K +$4.35K +43 +20%
Los Angeles Capital Management
321
Los Angeles Capital Management
California
$24.1K
Optiver Holding
322
Optiver Holding
Netherlands
$23.1K -$13.5K -134 -35%
Mitsubishi UFJ Asset Management
323
Mitsubishi UFJ Asset Management
Japan
$20.5K
PWPS
324
Pinnacle Wealth Planning Services
Ohio
$20.1K
PMFA
325
Plante Moran Financial Advisors
Michigan
$18.6K