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Middleby

413 hedge funds and large institutions have $6.96B invested in Middleby in 2025 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 105 increasing their positions, 179 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more 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: 105 | Existing positions reduced: 179

60% less call options, than puts

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

Holders
413
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
HBT
226
Hills Bank & Trust
Iowa
$537K
IMRF
227
Illinois Municipal Retirement Fund
Illinois
$537K
Cetera Investment Advisers
228
Cetera Investment Advisers
Illinois
$523K
Mercer Global Advisors
229
Mercer Global Advisors
Colorado
$522K
MIM
230
Morningstar Investment Management
Illinois
$508K
Credit Agricole
231
Credit Agricole
France
$497K
IC
232
Inscription Capital
Texas
$489K
Janney Montgomery Scott
233
Janney Montgomery Scott
Pennsylvania
$486K
EGM
234
Engineers Gate Manager
New York
$480K
BFM
235
Boothbay Fund Management
New York
$479K
SAM
236
Securian Asset Management
Minnesota
$464K
CPIG
237
Chicago Partners Investment Group
Illinois
$459K
JG
238
Jain Global
New York
$456K
SIM
239
Studio Investment Management
Illinois
$422K
SCM
240
Sterling Capital Management
North Carolina
$414K
CB
241
Commerce Bank
Missouri
$407K
DDC
242
DF Dent & Co
Maryland
$403K
TRCT
243
Tower Research Capital (TRC)
New York
$396K
IIM
244
INTECH Investment Management
Florida
$382K
RWB
245
RMR Wealth Builders
New Jersey
$381K
VPIM
246
Vanguard Personalized Indexing Management
California
$376K
CFM
247
Catalyst Funds Management
Australia
$372K
PTC
248
Petrus Trust Company
Texas
$372K
MSRPS
249
Maryland State Retirement & Pension System
Maryland
$371K
GWMR
250
GC Wealth Management RIA
Massachusetts
$370K