UFP Industries
UFPI
397 hedge funds and large institutions have $4.44B invested in UFP Industries in 2026 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 167 increasing their positions, 124 reducing their positions, and 54 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
35% more repeat investments, than reductions
Existing positions increased: 167 | Existing positions reduced: 124
1.86% more ownership
Funds ownership: 83.03% → 84.89% (+1.9%)
1% more capital invested
Capital invested by funds: $4.41B → $4.44B (+$31.1M)
4% less funds holding
Funds holding: 412 → 397 (-15)
13% less first-time investments, than exits
New positions opened: 47 | Existing positions closed: 54
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$64.9M |
| 2 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$51M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$15.9M |
| 4 |
BlackRock
New York
|
+$15M |
| 5 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
+$12.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$26.9M |
| 2 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$18.9M |
| 3 |
D.E. Shaw & Co
New York
|
-$13.1M |
| 4 |
JP Morgan Chase
New York
|
-$10.6M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
-$10.4M |
UFPI Hedge Fund Activity: Q1 2026 in Review
397 of the 8,187 institutional investors tracked by Wall St. Rank reported a position in UFP Industries (UFPI) for Q1 2026, worth a combined $4.44B — up 0.7% from $4.41B a quarter earlier.
Sellers outnumbered buyers: 54 funds closed out of UFPI and 47 opened new positions — a net loss of 7 holders — while 124 trimmed existing stakes and 167 added.
The largest buyer was Franklin Resources, adding an estimated $64.9M. The largest seller was Millennium Management, cutting an estimated $26.9M.
- 397 institutional investors held UFP Industries (UFPI) as of Q1 2026, down from 412 in Q4 2025.
- Funds reported $4.44B of UFP Industries stock for Q1 2026, up 0.7% quarter-over-quarter.
- 47 funds opened new UFP Industries positions in Q1 2026 and 54 closed out, a net change of -7 holders.
- The largest UFP Industries buyer in Q1 2026 was Franklin Resources, an estimated $64.9M added.
- The largest UFP Industries seller in Q1 2026 was Millennium Management, an estimated $26.9M sold.
Based on aggregated 13F filings for Q1 2026.