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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
TFGT
301
TS Financial Group (TSFG)
Illinois
$1K +$912 +60 New
SS
302
SBI Securities
Japan
$940 +$15 +1 +1%
PWMG
303
Private Wealth Management Group
New Jersey
$836 -$1.72K -113 -64%
TLCM
304
Twin Lakes Capital Management
California
$823
RTL
305
Red Tortoise LLC
Georgia
$810
SO
306
Sierra Ocean
California
$810
WTC
307
WhitTier Trust Company
Nevada
$809
AssetMark Inc
308
AssetMark Inc
California
$784 -$578 -38 -39%
EPIM
309
Evelyn Partners Investment Management
$784
FHA
310
First Horizon Advisors
Tennessee
$771
IBOK
311
Independence Bank of Kentucky
Kentucky
$653
HWP
312
Highline Wealth Partners
California
$653 +$760 +50 New
HFS
313
Hughes Financial Services
Virginia
$650 +$760 +50 New
HCP
314
Hexagon Capital Partners
Arkansas
$640 -$502 -33 -40%
FCAS
315
First Command Advisory Services
Texas
$614
JWA
316
JFS Wealth Advisors
Pennsylvania
$614
HWA
317
Heritage Wealth Advisors
Virginia
$588
S
318
Sachetta
Massachusetts
$575
PTC
319
Private Trust Company
Ohio
$509
SC
320
SouthState Corp
Florida
$471 +$547 +36 New
WSFS
321
Wilmington Savings Fund Society
Delaware
$405
GEA
322
Glen Eagle Advisors
New Jersey
$392
SC
323
Stephens Consulting
Michigan
$392 +$456 +30 New
YAL
324
Your Advocates Ltd
Texas
$379
PWA
325
Physician Wealth Advisors
Utah
$327