UFPI icon

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 %
NC
401
NewSquare Capital
Pennsylvania
$2.46K +$2.14K +20 +667%
SW
402
SVB Wealth
Massachusetts
$2.36K +$2.36K +22 New
BIA
403
Bell Investment Advisors
California
$2.03K +$535 +5 +36%
NFSG
404
Newbridge Financial Services Group
Florida
$1.61K – – –
SC
405
Stephens Consulting
Michigan
$1.61K +$1.61K +15 New
BWL
406
Bogart Wealth LLC
Virginia
$1.5K -$428 -4 -22%
DPW
407
DiNuzzo Private Wealth
Pennsylvania
$1.5K -$107 -1 -7%
SIC
408
SJS Investment Consulting
Ohio
$1.5K – – –
GFPC
409
Global Financial Private Client
Florida
$1.5K +$1.18K +11 +367%
WA
410
Whipplewood Advisors
Colorado
$1.5K +$749 +14 +100%
CWC
411
Carolinas Wealth Consulting
North Carolina
$1.28K +$213 +2 +20%
FNWA
412
Financial Network Wealth Advisors
Utah
$1.07K +$1.07K +10 New
HFS
413
Hughes Financial Services
Virginia
$1.07K +$1.07K +10 New
PWA
414
Physician Wealth Advisors
Utah
$964 +$964 +9 New
MA
415
Montag & Associates
Georgia
$879 – – –
CTC
416
Central Trust Company
Missouri
$857 – – –
Amundi
417
Amundi
France
$835 -$21.8K -209 -96%
VWA
418
Valued Wealth Advisors
Utah
$643 – – –
TIM
419
Thompson Investment Management
Wisconsin
$642 – – –
SC
420
SouthState Corp
Florida
$536 +$536 +5 New
CFO
421
CVA Family Office
Colorado
$535 -$749 -7 -58%
MAS
422
MPWM Advisory Solutions
Georgia
$535 – – –
CA
423
Clearstead Advisors
Ohio
$215 -$3.55K -33 -94%
HIA
424
HFM Investment Advisors
New Jersey
$215 +$215 +2 New
PWM
425
Parkworth Wealth Management
California
$214 – – –
15 16
17
18 19