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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
FMII
401
Farmers & Merchants Investments Inc
Nebraska
$4.92K +$2.34K +21 +84%
CPG
402
Cornerstone Planning Group
New Jersey
$4.78K +$3.9K +35 +350%
NA
403
NewEdge Advisors
Louisiana
$3.53K
TPCW
404
TD Private Client Wealth
New York
$3.32K +$1.56K +14 +82%
LI
405
LRI Investments
Florida
$3.08K
NC
406
NewSquare Capital
Pennsylvania
$2.46K +$2.23K +20 +667%
SW
407
SVB Wealth
Massachusetts
$2.35K +$2.46K +22 New
BIA
408
Bell Investment Advisors
California
$2.03K +$558 +5 +36%
NFSG
409
Newbridge Financial Services Group
Florida
$1.61K
SC
410
Stephens Consulting
Michigan
$1.61K +$1.67K +15 New
BWL
411
Bogart Wealth LLC
Virginia
$1.5K -$446 -4 -22%
DPW
412
DiNuzzo Private Wealth
Pennsylvania
$1.5K -$112 -1 -7%
SIC
413
SJS Investment Consulting
Ohio
$1.5K
GFPC
414
Global Financial Private Client
Florida
$1.5K +$1.23K +11 +367%
WA
415
Whipplewood Advisors
Colorado
$1.5K +$1.56K +14 +100%
CWC
416
Carolinas Wealth Consulting
North Carolina
$1.28K +$223 +2 +20%
FNWA
417
Financial Network Wealth Advisors
Utah
$1.07K +$1.12K +10 New
HFS
418
Hughes Financial Services
Virginia
$1.07K +$1.12K +10 New
PWA
419
Physician Wealth Advisors
Utah
$964 +$1K +9 New
MA
420
Montag & Associates
Georgia
$879
CTC
421
Central Trust Company
Missouri
$857
Amundi
422
Amundi
France
$835 -$23.3K -209 -96%
VWA
423
Valued Wealth Advisors
Utah
$643
TIM
424
Thompson Investment Management
Wisconsin
$642
SC
425
SouthState Corp
Florida
$536 +$558 +5 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.