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MasterBrand

319 hedge funds and large institutions have $1.31B invested in MasterBrand in 2025 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 87 increasing their positions, 103 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
319
Holders Change
-17
Holders Change %
-5.06%
% of All Funds
4.28%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
44
Increased
87
Reduced
103
Closed
53
Calls
$46K
Puts
$4K
Net Calls
+$42K
Net Calls Change
+$149K
Name Holding Trade Value Shares
Change
Shares
Change %
YAL
301
Your Advocates Ltd
Texas
$317
PWA
302
Physician Wealth Advisors
Utah
$274
TCA
303
Trifecta Capital Advisors
Illinois
$252
AAS
304
Ameritas Advisory Services
Nebraska
$251 +$251 +23 New
TWD
305
True Wealth Design
Ohio
$230 +$230 +21 New
PWMG
306
Prestige Wealth Management Group
New Jersey
$197
DPW
307
DiNuzzo Private Wealth
Pennsylvania
$121 -$33 -3 -21%
WA
308
Whipplewood Advisors
Colorado
$120 +$76 +7 +175%
SIC
309
SJS Investment Consulting
Ohio
$110 -$110 -10 -50%
AWM
310
Abound Wealth Management
Tennessee
$110
TPCW
311
TD Private Client Wealth
New York
$98 -$52K -4,774 -100%
GC
312
Garde Capital
Washington
$55
SC
313
SouthState Corp
Florida
$33 -$363 -33 -92%
PWM
314
Parkworth Wealth Management
California
$33
TSMHT
315
Thurston Springer Miller Herd & Titak
Indiana
$32
HIA
316
HFM Investment Advisors
New Jersey
$22 +$11 +1 +100%
CIAM
317
Caitong International Asset Management
Hong Kong
$11 -$9.69K -881 -100%
SC
318
Stephens Consulting
Michigan
$11 -$319 -29 -97%
SWA
319
SOA Wealth Advisors
New York
$11
Fuller & Thaler Asset Management
320
Fuller & Thaler Asset Management
California
-$36.5M -2,795,644 Closed
MP
321
Mangrove Partners
Connecticut
-$28.3M -2,169,520 Closed
AAM
322
ACK Asset Management
Connecticut
-$17M -1,302,500 Closed
Pacer Advisors
323
Pacer Advisors
Pennsylvania
-$15.3M -1,167,688 Closed
Mawer Investment Management
324
Mawer Investment Management
Alberta, Canada
-$11.5M -881,737 Closed
HAI
325
Hennessy Advisors Inc
California
-$6.45M -493,500 Closed