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MasterBrand

340 hedge funds and large institutions have $1.59B invested in MasterBrand in 2025 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 98 increasing their positions, 108 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.66% more ownership

Funds ownership: 90.41%95.07% (+4.7%)

9% less repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 108

6% less capital invested

Capital invested by funds: $1.68B → $1.59B (-$95.8M)

6% less funds holding

Funds holding: 362340 (-22)

33% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 54

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

89% less call options, than puts

Call options by funds: $13K | Put options by funds: $120K

Holders
340
Holders Change
-22
Holders Change %
-6.08%
% of All Funds
4.56%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
36
Increased
98
Reduced
108
Closed
54
Calls
$13K
Puts
$120K
Net Calls
-$107K
Net Calls Change
-$62K
Name Holding Trade Value Shares
Change
Change in
Stake
SSB
251
Sandy Spring Bank
Maryland
$7.11K -$2.28K -150 -22%
CA
252
Crewe Advisors
Utah
$6.97K
IA
253
IFP Advisors
Florida
$6.57K -$228 -15 -3%
CI
254
CX Institutional
Indiana
$6K +$7.36K +484 New
FWA
255
Flagship Wealth Advisors
Massachusetts
$5.85K
TCPG
256
Trivant Custom Portfolio Group
California
$5.79K
Optiver Holding
257
Optiver Holding
Netherlands
$5.34K +$6.22K +409 New
ME
258
McIlrath & Eck
Washington
$5.22K
PSFG
259
Park Square Financial Group
Georgia
$5.22K
WIM
260
Westside Investment Management
California
$5.22K
Bessemer Group
261
Bessemer Group
New Jersey
$5K -$927 -61 -15%
National Bank of Canada
262
National Bank of Canada
Quebec, Canada
$4.77K -$1.02K -67 -15%
AF
263
Allworth Financial
California
$4.59K +$745 +49 +14%
HIA
264
Harbor Investment Advisory
Maryland
$4.39K -$1.57K -103 -23%
MA
265
Montag & Associates
Georgia
$4.3K -$3.04K -200 -38%
HFS
266
Hantz Financial Services
Michigan
$4K
PB
267
Pinnacle Bancorp
Nebraska
$3.92K -$4.56K -300 -50%
CAM
268
Costello Asset Management
Pennsylvania
$3.92K +$4.56K +300 New
BIA
269
Bell Investment Advisors
California
$3.28K -$593 -39 -13%
HWM
270
Hemington Wealth Management
Virginia
$3K -$137 -9 -3%
SW
271
SVB Wealth
Massachusetts
$2.86K +$3.33K +219 New
CA
272
Clearstead Advisors
Ohio
$2.74K
AAG
273
Accordant Advisory Group
Maryland
$2.61K
AIM
274
Anchor Investment Management
South Carolina
$2.61K
BFS
275
Burkett Financial Services
South Carolina
$2.61K