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UFP Industries

430 hedge funds and large institutions have $4.99B invested in UFP Industries in 2025 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 129 increasing their positions, 175 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

1.66% less ownership

Funds ownership: 84.71%83.05% (-1.7%)

9% less capital invested

Capital invested by funds: $5.51B → $4.99B (-$522M)

26% less repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 175

Holders
430
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.54M
Puts
$297K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
376
CBIZ Investment Advisory Services
Ohio
$18.3K
AF
377
Allworth Financial
California
$18K
UB
378
UMB Bank
Missouri
$17.9K
PA
379
Parallel Advisors
California
$17.4K
MPW
380
MASECO Private Wealth
$17.3K
CA
381
Centerpoint Advisors
Massachusetts
$14K
GRP
382
Global Retirement Partners
California
$13.9K
Barrow, Hanley, Mewhinney & Strauss
383
Barrow, Hanley, Mewhinney & Strauss
Texas
$13.8K
BI
384
Binnacle Investments
Iowa
$12.1K
VCM
385
Versant Capital Management
Arizona
$11.3K
CFD
386
Creative Financial Designs
Indiana
$10.3K
RWS
387
Retirement Wealth Solutions
Wisconsin
$10K
MWM
388
MorganRosel Wealth Management
Colorado
$9.34K
LI
389
LRI Investments
Florida
$8.32K
GWSG
390
GPS Wealth Strategies Group
Colorado
$7.95K
PPC
391
Park Place Capital
Alabama
$7.7K
HWM
392
Hemington Wealth Management
Virginia
$7K
RIL
393
Rothschild Investment LLC
Illinois
$6.96K
MPWT
394
MassMutual Private Wealth & Trust
Connecticut
$6.36K
JWA
395
JFS Wealth Advisors
Pennsylvania
$6.16K
CA
396
Clearstead Advisors
Ohio
$6.06K
SWP
397
Strategic Wealth Partners
Ohio
$6.06K
Northwestern Mutual Wealth Management
398
Northwestern Mutual Wealth Management
Wisconsin
$5.76K
CAM
399
Costello Asset Management
Pennsylvania
$5.69K
Simplex Trading
400
Simplex Trading
Illinois
$5K