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Middleby

418 hedge funds and large institutions have $6.96B invested in Middleby in 2025 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 107 increasing their positions, 180 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

less funds holding

Funds holding:

14% less capital invested

Capital invested by funds: $8.1B → $6.96B (-$1.14B)

41% less repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 180

60% less call options, than puts

Call options by funds: $5.96M | Put options by funds: $14.9M

Holders
418
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.96M
Puts
$14.9M
Net Calls
Net Calls Change

Top Sellers

1 -$233M
2 -$100M
3 -$93.3M
4
Select Equity Group
Select Equity Group
New York
-$70.6M
5
Morgan Stanley
Morgan Stanley
New York
-$65.4M
Name Holding Trade Value Shares
Change
Change in
Stake
IFU
226
iSAM Funds (UK)
United Kingdom
$548K
FRM
227
Fox Run Management
Connecticut
$540K
HBT
228
Hills Bank & Trust
Iowa
$537K
IMRF
229
Illinois Municipal Retirement Fund
Illinois
$537K
Cetera Investment Advisers
230
Cetera Investment Advisers
Illinois
$523K
Mercer Global Advisors
231
Mercer Global Advisors
Colorado
$522K
MIM
232
Morningstar Investment Management
Illinois
$508K
Credit Agricole
233
Credit Agricole
France
$497K
IC
234
Inscription Capital
Texas
$489K
Janney Montgomery Scott
235
Janney Montgomery Scott
Pennsylvania
$486K
EGM
236
Engineers Gate Manager
New York
$480K
BFM
237
Boothbay Fund Management
New York
$479K
SAM
238
Securian Asset Management
Minnesota
$464K
CPIG
239
Chicago Partners Investment Group
Illinois
$459K
JG
240
Jain Global
New York
$456K
KP
241
Keel Point
Alabama
$450K
SIM
242
Studio Investment Management
Illinois
$422K
SCM
243
Sterling Capital Management
North Carolina
$414K
CB
244
Commerce Bank
Missouri
$407K
DDC
245
DF Dent & Co
Maryland
$403K
TRCT
246
Tower Research Capital (TRC)
New York
$396K
IIM
247
INTECH Investment Management
Florida
$382K
RWB
248
RMR Wealth Builders
New Jersey
$381K
VPIM
249
Vanguard Personalized Indexing Management
California
$376K
CFM
250
Catalyst Funds Management
Australia
$372K