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Middleby

424 hedge funds and large institutions have $8.1B invested in Middleby in 2025 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 135 increasing their positions, 150 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

less ownership

Funds ownership:

6% less capital invested

Capital invested by funds: $8.61B → $8.1B (-$514M)

10% less repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 150

47% less call options, than puts

Call options by funds: $184M | Put options by funds: $348M

Holders
424
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
$184M
Puts
$348M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
226
Wealth Enhancement Advisory Services
Minnesota
$563K
KP
227
Keel Point
Alabama
$526K
CB
228
Commerce Bank
Missouri
$523K
TC
229
TwinBeech Capital
New York
$521K
Janney Montgomery Scott
230
Janney Montgomery Scott
Pennsylvania
$509K
SCM
231
Sterling Capital Management
North Carolina
$483K
Connor, Clark & Lunn Investment Management (CC&L)
232
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$478K
YMRC
233
Yorktown Management & Research Company
Virginia
$475K
CC
234
Centiva Capital
New York
$471K
JF
235
Jump Financial
Illinois
$470K
Assenagon Asset Management
236
Assenagon Asset Management
Luxembourg
$469K
VI
237
Vestcor Inc
New Brunswick, Canada
$467K
LCM
238
Landscape Capital Management
New Jersey
$467K
SIM
239
Studio Investment Management
Illinois
$454K
CGH
240
Crossmark Global Holdings
Texas
$442K
DDC
241
DF Dent & Co
Maryland
$436K
FC
242
Farringdon Capital
United Kingdom
$432K
MM
243
MQS Management
New York
$427K
Cerity Partners
244
Cerity Partners
New York
$422K
RWB
245
RMR Wealth Builders
New Jersey
$413K
EI
246
Ellevest Inc
New York
$412K
IIM
247
INTECH Investment Management
Florida
$405K
CCIA
248
Campbell & Co Investment Adviser
Maryland
$404K
PTC
249
Petrus Trust Company
Texas
$402K
MML Investors Services
250
MML Investors Services
Massachusetts
$389K