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MasterBrand

336 hedge funds and large institutions have $1.59B invested in MasterBrand in 2025 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 97 increasing their positions, 107 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
336
Holders Change
-23
Holders Change %
-6.41%
% 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
37
Increased
97
Reduced
107
Closed
53
Calls
$13K
Puts
$120K
Net Calls
-$107K
Net Calls Change
-$62K
Name Holding Trade Value Shares
Change
Shares
Change %
TLCM
301
Twin Lakes Capital Management
California
$823
SO
302
Sierra Ocean
California
$810
RTL
303
Red Tortoise LLC
Georgia
$810
WTC
304
WhitTier Trust Company
Nevada
$809
AssetMark Inc
305
AssetMark Inc
California
$784 -$497 -38 -39%
FHA
306
First Horizon Advisors
Tennessee
$771
IBOK
307
Independence Bank of Kentucky
Kentucky
$653
HWP
308
Highline Wealth Partners
California
$653 +$653 +50 New
HFS
309
Hughes Financial Services
Virginia
$650 +$650 +50 New
HCP
310
Hexagon Capital Partners
Arkansas
$640 -$431 -33 -40%
JWA
311
JFS Wealth Advisors
Pennsylvania
$614
FCAS
312
First Command Advisory Services
Texas
$614
HWA
313
Heritage Wealth Advisors
Virginia
$588
S
314
Sachetta
Massachusetts
$575
PTC
315
Private Trust Company
Ohio
$509
SC
316
SouthState Corp
Florida
$471 +$471 +36 New
WSFS
317
Wilmington Savings Fund Society
Delaware
$405
GEA
318
Glen Eagle Advisors
New Jersey
$392
SC
319
Stephens Consulting
Michigan
$392 +$392 +30 New
YAL
320
Your Advocates Ltd
Texas
$379
PWA
321
Physician Wealth Advisors
Utah
$327
BGAI
322
Bruce G. Allen Investments
Colorado
$327 +$327 +25 New
TCA
323
Trifecta Capital Advisors
Illinois
$301
SIC
324
SJS Investment Consulting
Ohio
$262
GFPC
325
Global Financial Private Client
Florida
$248 +$52 +4 +27%