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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 %
SSG
376
Summit Securities Group
New York
$12.8K +$12.8K +120 New
MG
377
Mather Group
Illinois
$12.1K +$5.89K +55 +95%
CFD
378
Creative Financial Designs
Indiana
$11.1K – – –
BI
379
Binnacle Investments
Iowa
$10.9K +$10.9K +102 New
RWS
380
Retirement Wealth Solutions
Wisconsin
$10.8K +$107 +1 +1%
PTC
381
Private Trust Company
Ohio
$10.7K +$7.07K +66 +194%
MWM
382
MorganRosel Wealth Management
Colorado
$10.1K +$10.1K +94 New
HWM
383
Hemington Wealth Management
Virginia
$10K +$1.98K +19 +25%
AA
384
Addison Advisors
Vermont
$9.1K +$2.36K +22 +35%
GWSG
385
GPS Wealth Strategies Group
Colorado
$8.56K – – –
WA
386
WPG Advisers
Maryland
$8.35K -$3.21K -30 -28%
MPWT
387
MassMutual Private Wealth & Trust
Connecticut
$7.92K -$10.6K -99 -57%
PPC
388
Park Place Capital
Alabama
$7.81K – – –
PWMG
389
Private Wealth Management Group
New Jersey
$7.49K -$2.57K -24 -26%
JWA
390
JFS Wealth Advisors
Pennsylvania
$6.96K – – –
AF
391
Advisornet Financial
Minnesota
$6.21K +$6.1K +57 +5,700%
RIL
392
Rothschild Investment LLC
Illinois
$5.89K -$535 -5 -8%
SWM
393
Spire Wealth Management
Virginia
$5.46K +$5.46K +51 New
FFA
394
Frazier Financial Advisors
Ohio
$5.14K – – –
CT
395
Clearstead Trust
Maine
$5.03K +$5.03K +47 New
FMII
396
Farmers & Merchants Investments Inc
Nebraska
$4.92K +$2.25K +21 +84%
CPG
397
Cornerstone Planning Group
New Jersey
$4.78K +$3.72K +35 +350%
NA
398
NewEdge Advisors
Louisiana
$3.53K – – –
TPCW
399
TD Private Client Wealth
New York
$3.32K +$1.5K +14 +82%
LI
400
LRI Investments
Florida
$3.08K – – –
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16
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