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UFP Industries

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

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 repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

0% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 51

4% less capital invested

Capital invested by funds: $5.75B → $5.51B (-$240M)

1% less funds holding

Funds holding: 437431 (-6)

Holders
431
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
$2.39M
Puts
$588K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NC
401
NewSquare Capital
Pennsylvania
$2.46K
SW
402
SVB Wealth
Massachusetts
$2.35K
BIA
403
Bell Investment Advisors
California
$2.03K
NFSG
404
Newbridge Financial Services Group
Florida
$1.61K
SC
405
Stephens Consulting
Michigan
$1.61K
BWL
406
Bogart Wealth LLC
Virginia
$1.5K
DPW
407
DiNuzzo Private Wealth
Pennsylvania
$1.5K
SIC
408
SJS Investment Consulting
Ohio
$1.5K
GFPC
409
Global Financial Private Client
Florida
$1.5K
WA
410
Whipplewood Advisors
Colorado
$1.5K
CWC
411
Carolinas Wealth Consulting
North Carolina
$1.28K
FNWA
412
Financial Network Wealth Advisors
Utah
$1.07K
HFS
413
Hughes Financial Services
Virginia
$1.07K
PWA
414
Physician Wealth Advisors
Utah
$964
MA
415
Montag & Associates
Georgia
$879
CTC
416
Central Trust Company
Missouri
$857
Amundi
417
Amundi
France
$835
VWA
418
Valued Wealth Advisors
Utah
$643
TIM
419
Thompson Investment Management
Wisconsin
$642
SC
420
SouthState Corp
Florida
$536
CFO
421
CVA Family Office
Colorado
$535
MAS
422
MPWM Advisory Solutions
Georgia
$535
CA
423
Clearstead Advisors
Ohio
$215
HIA
424
HFM Investment Advisors
New Jersey
$215
PWM
425
Parkworth Wealth Management
California
$214