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Middleby

415 hedge funds and large institutions have $6.35B invested in Middleby in 2026 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 148 increasing their positions, 127 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more call options, than puts

Call options by funds: $6.58M | Put options by funds: $4.12M

24% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 55

17% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 127

1% more funds holding

Funds holding: 410415 (+5)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.1% less ownership

Funds ownership: 101.9%101.8% (-0.1%)

17% less capital invested

Capital invested by funds: $7.63B → $6.35B (-$1.28B)

Holders
415
Holders Change
+5
Holders Change %
+1.22%
% of All Funds
5.11%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
68
Increased
148
Reduced
127
Closed
55
Calls
$6.58M
Puts
$4.12M
Net Calls
+$2.46M
Net Calls Change
-$13.7M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$850M +$97.4M +642,152 +11%
BlackRock
2
BlackRock
New York
$564M +$14.8M +97,433 +2%
GIM
3
Garden Investment Management
Connecticut
$448M
JP Morgan Chase
4
JP Morgan Chase
New York
$301M +$32.5M +214,144 +10%
VCM
5
Vanguard Capital Management
Pennsylvania
$272M +$311M +2,052,629 New
VPM
6
Vanguard Portfolio Management
Pennsylvania
$262M +$299M +1,974,720 New
AI
7
Ariel Investments
Illinois
$209M +$2.41M +15,885 +1%
Select Equity Group
8
Select Equity Group
New York
$199M -$232M -1,527,822 -50%
State Street
9
State Street
Massachusetts
$189M +$1.31M +8,640 +0.6%
Invesco
10
Invesco
Georgia
$183M -$7.35M -48,493 -3%
EARNEST Partners
11
EARNEST Partners
Georgia
$171M -$2.48M -16,344 -1%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$159M -$16.3M -107,809 -8%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$147M -$57M -376,261 -25%
TCAM
14
Turtle Creek Asset Management
Ontario, Canada
$125M -$26.3M -173,475 -16%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$123M +$3.77M +24,894 +3%
Bank of America
16
Bank of America
North Carolina
$113M -$1.41M -9,309 -1%
SEI Investments
17
SEI Investments
Pennsylvania
$107M +$7.46M +49,228 +7%
D.E. Shaw & Co
18
D.E. Shaw & Co
New York
$104M -$31.9M -210,470 -21%
T. Rowe Price Investment Management
19
T. Rowe Price Investment Management
Maryland
$97.5M +$2.03M +13,418 +2%
Ameriprise
20
Ameriprise
Minnesota
$83.3M +$7.06M +46,551 +8%
Arrowstreet Capital
21
Arrowstreet Capital
Massachusetts
$74.7M +$10.9M +72,086 +15%
Morgan Stanley
22
Morgan Stanley
New York
$74M -$6.45M -42,552 -7%
CB
23
Cooke & Bieler
Pennsylvania
$72.8M +$34.2M +225,811 +70%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$60.5M -$97.9K -646 -0.1%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$57.1M +$967K +6,378 +2%