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MasterBrand

324 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, 86 increasing their positions, 106 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

17% less capital invested

Capital invested by funds: $1.59B → $1.31B (-$275M)

19% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 54

19% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 106

Holders
324
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$46K
Puts
$4K
Net Calls
Net Calls Change

Top Sellers

1 -$36.5M
2 -$28.3M
3 -$17M
4
Pacer Advisors
Pacer Advisors
Pennsylvania
-$15.3M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$13.4M
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
301
Private Trust Company
Ohio
$426
CT
302
Clearstead Trust
Maine
$361
PWMG
303
Private Wealth Management Group
New Jersey
$339
WSFS
304
Wilmington Savings Fund Society
Delaware
$339
GEA
305
Glen Eagle Advisors
New Jersey
$328
YAL
306
Your Advocates Ltd
Texas
$317
PWA
307
Physician Wealth Advisors
Utah
$274
TCA
308
Trifecta Capital Advisors
Illinois
$252
AAS
309
Ameritas Advisory Services
Nebraska
$251
TWD
310
True Wealth Design
Ohio
$230
PWMG
311
Prestige Wealth Management Group
New Jersey
$197
DPW
312
DiNuzzo Private Wealth
Pennsylvania
$121
WA
313
Whipplewood Advisors
Colorado
$120
SIC
314
SJS Investment Consulting
Ohio
$110
AWM
315
Abound Wealth Management
Tennessee
$110
TPCW
316
TD Private Client Wealth
New York
$98
GC
317
Garde Capital
Washington
$55
SC
318
SouthState Corp
Florida
$33
PWM
319
Parkworth Wealth Management
California
$33
TSMHT
320
Thurston Springer Miller Herd & Titak
Indiana
$32
HIA
321
HFM Investment Advisors
New Jersey
$22
CIAM
322
Caitong International Asset Management
Hong Kong
$11
SC
323
Stephens Consulting
Michigan
$11
SWA
324
SOA Wealth Advisors
New York
$11
Fuller & Thaler Asset Management
325
Fuller & Thaler Asset Management
California