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Middleby

425 hedge funds and large institutions have $8.1B invested in Middleby in 2025 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 137 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:

9% less repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 150

6% less capital invested

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

47% less call options, than puts

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

Holders
425
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
National Bank of Canada
226
National Bank of Canada
Quebec, Canada
$566K
Wealth Enhancement Advisory Services
227
Wealth Enhancement Advisory Services
Minnesota
$563K
KP
228
Keel Point
Alabama
$526K
CB
229
Commerce Bank
Missouri
$523K
TC
230
TwinBeech Capital
New York
$521K
Janney Montgomery Scott
231
Janney Montgomery Scott
Pennsylvania
$509K
SCM
232
Sterling Capital Management
North Carolina
$483K
Connor, Clark & Lunn Investment Management (CC&L)
233
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$478K
YMRC
234
Yorktown Management & Research Company
Virginia
$475K
CC
235
Centiva Capital
New York
$471K
JF
236
Jump Financial
Illinois
$470K
Assenagon Asset Management
237
Assenagon Asset Management
Luxembourg
$469K
VI
238
Vestcor Inc
New Brunswick, Canada
$467K
LCM
239
Landscape Capital Management
New Jersey
$467K
SIM
240
Studio Investment Management
Illinois
$454K
CGH
241
Crossmark Global Holdings
Texas
$442K
DDC
242
DF Dent & Co
Maryland
$436K
FC
243
Farringdon Capital
United Kingdom
$432K
MM
244
MQS Management
New York
$427K
Cerity Partners
245
Cerity Partners
New York
$422K
RWB
246
RMR Wealth Builders
New Jersey
$413K
EI
247
Ellevest Inc
New York
$412K
IIM
248
INTECH Investment Management
Florida
$405K
CCIA
249
Campbell & Co Investment Adviser
Maryland
$404K
PTC
250
Petrus Trust Company
Texas
$402K