We are live on ! Find out more
MIDD icon

Middleby

424 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, 108 increasing their positions, 181 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

3% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 65

0% less funds holding

Funds holding: 425424 (-1)

1.46% less ownership

Funds ownership: 104.75%103.29% (-1.5%)

14% less capital invested

Capital invested by funds: $8.09B → $6.96B (-$1.13B)

40% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 181

60% less call options, than puts

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

Holders
424
Holders Change
-1
Holders Change %
-0.24%
% of All Funds
5.57%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
67
Increased
108
Reduced
181
Closed
65
Calls
$5.96M
Puts
$14.9M
Net Calls
-$8.96M
Net Calls Change
+$154M
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
226
Wealth Enhancement Advisory Services
Minnesota
$549K +$28.5K +205 +5%
IFU
227
iSAM Funds (UK)
United Kingdom
$548K +$573K +4,126 New
FRM
228
Fox Run Management
Connecticut
$540K +$564K +4,064 New
HBT
229
Hills Bank & Trust
Iowa
$537K
IMRF
230
Illinois Municipal Retirement Fund
Illinois
$537K -$1.13M -8,115 -67%
Cetera Investment Advisers
231
Cetera Investment Advisers
Illinois
$523K -$33.5K -241 -6%
Mercer Global Advisors
232
Mercer Global Advisors
Colorado
$522K +$227K +1,632 +71%
MIM
233
Morningstar Investment Management
Illinois
$508K +$531K +3,822 New
Credit Agricole
234
Credit Agricole
France
$497K +$519K +3,737 New
IC
235
Inscription Capital
Texas
$489K +$299K +2,151 +141%
Janney Montgomery Scott
236
Janney Montgomery Scott
Pennsylvania
$486K +$16.8K +121 +3%
EGM
237
Engineers Gate Manager
New York
$480K +$501K +3,608 New
BFM
238
Boothbay Fund Management
New York
$479K +$500K +3,604 New
SAM
239
Securian Asset Management
Minnesota
$464K -$79.7K -574 -14%
CPIG
240
Chicago Partners Investment Group
Illinois
$459K +$258K +1,856 +111%
JG
241
Jain Global
New York
$456K -$704K -5,072 -60%
KP
242
Keel Point
Alabama
$450K -$36.8K -265 -7%
SIM
243
Studio Investment Management
Illinois
$422K +$3.47K +25 +0.8%
SCM
244
Sterling Capital Management
North Carolina
$414K -$33K -238 -7%
CB
245
Commerce Bank
Missouri
$407K -$79.4K -572 -16%
DDC
246
DF Dent & Co
Maryland
$403K
TRCT
247
Tower Research Capital (TRC)
New York
$396K +$99.1K +714 +32%
IIM
248
INTECH Investment Management
Florida
$382K +$8.19K +59 +2%
RWB
249
RMR Wealth Builders
New Jersey
$381K
VPIM
250
Vanguard Personalized Indexing Management
California
$376K -$167K -1,200 -30%

MIDD Hedge Fund Activity: Q3 2025 in Review

424 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Middleby (MIDD) for Q3 2025, worth a combined $6.96B — down 14% from $8.09B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new MIDD positions and 65 closed out — a net gain of 2 holders — while 108 added to existing stakes and 181 trimmed.

The largest buyer was Invesco, adding an estimated $129M. The largest seller was Bank of America, cutting an estimated $243M.

  • 424 institutional investors held Middleby (MIDD) as of Q3 2025, down from 425 in Q2 2025.
  • Funds reported $6.96B of Middleby stock for Q3 2025, down 14% quarter-over-quarter.
  • 67 funds opened new Middleby positions in Q3 2025 and 65 closed out, a net change of +2 holders.
  • The largest Middleby buyer in Q3 2025 was Invesco, an estimated $129M added.
  • The largest Middleby seller in Q3 2025 was Bank of America, an estimated $243M sold.

Based on aggregated 13F filings for Q3 2025.