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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
BIG
376
Brooklyn Investment Group
New York
$16.7K +$17.2K +154 +7,700%
VCM
377
Versant Capital Management
Arizona
$16.7K -$11.9K -107 -41%
CA
378
Centerpoint Advisors
Massachusetts
$15K
JSAM
379
J. Safra Asset Management
New York
$13.1K +$669 +6 +5%
SSG
380
Summit Securities Group
New York
$12.8K +$13.4K +120 New
MG
381
Mather Group
Illinois
$12.1K +$6.14K +55 +95%
CFD
382
Creative Financial Designs
Indiana
$11.1K
BI
383
Binnacle Investments
Iowa
$10.9K +$11.4K +102 New
RWS
384
Retirement Wealth Solutions
Wisconsin
$10.8K +$112 +1 +1%
DB
385
Danske Bank
Denmark
$10.7K
PTC
386
Private Trust Company
Ohio
$10.7K +$7.36K +66 +194%
MWM
387
MorganRosel Wealth Management
Colorado
$10.1K +$10.5K +94 New
HWM
388
Hemington Wealth Management
Virginia
$10K +$2.12K +19 +25%
AA
389
Addison Advisors
Vermont
$9.1K +$2.46K +22 +35%
GWSG
390
GPS Wealth Strategies Group
Colorado
$8.56K
WA
391
WPG Advisers
Maryland
$8.35K -$3.35K -30 -28%
MPWT
392
MassMutual Private Wealth & Trust
Connecticut
$7.92K -$11K -99 -57%
PPC
393
Park Place Capital
Alabama
$7.81K
PWMG
394
Private Wealth Management Group
New Jersey
$7.49K -$2.68K -24 -26%
JWA
395
JFS Wealth Advisors
Pennsylvania
$6.96K
AF
396
Advisornet Financial
Minnesota
$6.21K +$6.36K +57 +5,700%
RIL
397
Rothschild Investment LLC
Illinois
$5.89K -$558 -5 -8%
SWM
398
Spire Wealth Management
Virginia
$5.46K +$5.69K +51 New
FFA
399
Frazier Financial Advisors
Ohio
$5.14K
CT
400
Clearstead Trust
Maine
$5.03K +$5.24K +47 New

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.