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UFP Industries

436 hedge funds and large institutions have $5.59B invested in UFP Industries in 2025 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 191 increasing their positions, 135 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

306% more call options, than puts

Call options by funds: $2.39M | Put options by funds: $588K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

41% more repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 135

1.7% more ownership

Funds ownership: 84.11%85.81% (+1.7%)

2% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 50

1% less funds holding

Funds holding: 439436 (-3)

3% less capital invested

Capital invested by funds: $5.75B → $5.59B (-$168M)

Holders
436
Holders Change
-3
Holders Change %
-0.68%
% 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
191
Reduced
135
Closed
50
Calls
$2.39M
Puts
$588K
Net Calls
+$1.8M
Net Calls Change
-$702K
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
301
Coldstream Capital Management
Washington
$238K -$669 -6 -0.3%
PCS
302
Personal CFO Solutions
New Jersey
$236K -$17.1K -153 -6%
SC
303
SummitTX Capital
Texas
$233K +$243K +2,180 New
SPIA
304
Steward Partners Investment Advisory
New York
$233K +$30.8K +276 +15%
CL
305
CIM LLC
New York
$228K +$2.57K +23 +1%
VCA
306
Verdence Capital Advisors
Maryland
$225K +$234K +2,101 New
PIM
307
Penobscot Investment Management
Massachusetts
$222K -$273K -2,450 -54%
SSW
308
Smith Shellnut Wilson
Mississippi
$221K
VWM
309
Venturi Wealth Management
Texas
$220K
CIM
310
CIM Investment Management
Pennsylvania
$219K -$5.36K -48 -2%
AW
311
Apricus Wealth
South Carolina
$214K +$223K +2,001 New
PFW
312
Petros Family Wealth
Minnesota
$214K +$223K +1,998 New
BA
313
Bridgewater Advisors
New York
$211K +$235K +2,106 New
CIBC Asset Management
314
CIBC Asset Management
Ontario, Canada
$208K +$5.13K +46 +2%
KAS
315
Kestra Advisory Services
Texas
$208K -$911K -8,162 -81%
TA
316
TFG Advisers
Michigan
$206K +$446 +4 +0.2%
FTWA
317
Fifth Third Wealth Advisors
Ohio
$204K -$1.45K -13 -0.7%
CSC
318
Caldwell Sutter Capital
California
$203K
DFCM
319
Dark Forest Capital Management
Puerto Rico
$201K +$4.35K +39 +2%
DSC
320
Duncker Streett & Co
Missouri
$187K
Royal London Asset Management
321
Royal London Asset Management
United Kingdom
$185K
HNB
322
Huntington National Bank
Ohio
$168K -$34.9K -313 -17%
GI
323
GAMMA Investing
California
$161K +$86.7K +777 +107%
Ohio Public Employees Retirement System (OPERS)
324
Ohio Public Employees Retirement System (OPERS)
Ohio
$150K +$112 +1 +0.1%
SOW
325
State of Wyoming
Wyoming
$139K +$11.2K +100 +8%

UFPI Hedge Fund Activity: Q1 2025 in Review

436 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in UFP Industries (UFPI) for Q1 2025, worth a combined $5.59B — down 2.9% from $5.75B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new UFPI positions and 50 closed out — a net gain of 1 holder — while 191 added to existing stakes and 135 trimmed.

The largest buyer was Wasatch Advisors, adding an estimated $90M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $90M.

  • 436 institutional investors held UFP Industries (UFPI) as of Q1 2025, down from 439 in Q4 2024.
  • Funds reported $5.59B of UFP Industries stock for Q1 2025, down 2.9% quarter-over-quarter.
  • 51 funds opened new UFP Industries positions in Q1 2025 and 50 closed out, a net change of +1 holder.
  • The largest UFP Industries buyer in Q1 2025 was Wasatch Advisors, an estimated $90M added.
  • The largest UFP Industries seller in Q1 2025 was T. Rowe Price Investment Management, an estimated $90M sold.

Based on aggregated 13F filings for Q1 2025.